Advisor Employee Services
Client Service Specialist - Laguna Hills, CA
Advisor Employee Services, Irvine, California, United States, 92713
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Client Service Specialist - Laguna Hills, CA
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Advisor Employee Services Advisor Employee Services provided pay range: This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$60,000.00/yr - $60,000.00/yr Client Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Asset Retention Insurance Services in
Laguna Hills, CA
is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. If you have a passion for helping others and have the aptitude for finance, there is a career opportunity to become a future producer. On the job training to becoming a Life & Health Annuities Agent is available to the right person. Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills
Strong organizational skills Excellent communication; written and verbal High level of computer skills Attention to detail and accuracy Proactive management style and consistent follow-through Strong work ethic A caring and confident disposition Minimum Requirements
2 Years prior experience working in the financial industry is a plus Must have good math skills and understand basic calculations Associate’s degree preferred, but not required Life & Health Insurance License Required within 6 months of employment Working knowledge of computers and software, (Microsoft Office) Ability to learn quickly and not adverse to change Knowledge with working in CRMs (Redtail is a plus) Responsibilities
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated Coordinate and follow up on each client transfer Review application prior to submission Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Salary
$60,000 base salary Benefits
Medical and Vision plan options with employer contribution starting the 1st after 60 days of employment 401K with 5% match after 60 days of employment 9 Company-Paid Holidays per year (includes week between Christmas and New Year) 2 weeks PTO per year begin accruing after 90 days of employment 5 Sick Days per year eligible after 90 days of employment Discretionary Team Perks and Monthly Performance Bonuses Hours
8am to 5pm, Monday through Friday with seminars in the future. To Note
You will be required to take a typing test during the interview process
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Client Service Specialist - Laguna Hills, CA
role at
Advisor Employee Services Advisor Employee Services provided pay range: This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$60,000.00/yr - $60,000.00/yr Client Service Specialist Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Asset Retention Insurance Services in
Laguna Hills, CA
is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. If you have a passion for helping others and have the aptitude for finance, there is a career opportunity to become a future producer. On the job training to becoming a Life & Health Annuities Agent is available to the right person. Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills
Strong organizational skills Excellent communication; written and verbal High level of computer skills Attention to detail and accuracy Proactive management style and consistent follow-through Strong work ethic A caring and confident disposition Minimum Requirements
2 Years prior experience working in the financial industry is a plus Must have good math skills and understand basic calculations Associate’s degree preferred, but not required Life & Health Insurance License Required within 6 months of employment Working knowledge of computers and software, (Microsoft Office) Ability to learn quickly and not adverse to change Knowledge with working in CRMs (Redtail is a plus) Responsibilities
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated Coordinate and follow up on each client transfer Review application prior to submission Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist in setting client appointments Salary
$60,000 base salary Benefits
Medical and Vision plan options with employer contribution starting the 1st after 60 days of employment 401K with 5% match after 60 days of employment 9 Company-Paid Holidays per year (includes week between Christmas and New Year) 2 weeks PTO per year begin accruing after 90 days of employment 5 Sick Days per year eligible after 90 days of employment Discretionary Team Perks and Monthly Performance Bonuses Hours
8am to 5pm, Monday through Friday with seminars in the future. To Note
You will be required to take a typing test during the interview process
#J-18808-Ljbffr