Slagle Financial
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Client Service Representative
role at
Slagle Financial
This range is provided by Slagle Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $45,000.00/yr - $55,000.00/yr
About the Role Our growing financial service firm in Fort
Walton Beach, FL
is seeking a Client Service Representative to serve the existing client base with service requests, beneficiary changes, incoming client service calls, database management, and preparation of client appointment materials.
Key Skills
Strong organizational skills
Attention to detail and accuracy
Proactive management style and consistent follow-through
Active Listening and Decision Making
Financial Industry experience preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Responsibilities
Assisting clients with overall maintenance of annuity accounts
Handling non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
Filing death claims for deceased clients
Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claims
Keeping databases updated with closed accounts, portfolio values, and general information
Helping clients with online registrations for accessing accounts via Orien or directly through the company website
Responding to incoming and outgoing client inquiries by phone and email
Running annual RMD report for eligible clients; ensuring required distributions are taken
Acting as liaison between clients and financial advisors when needed
Meeting with clients if necessary
Preparing balance sheet, completion, and appointment prep documents
Assigning tasks provided by advisor dictations to staff
Administrative / Miscellaneous
Attend educational seminars and client events
Assist in training and development
Back up for client operations specialist
Ensure all scheduled appointments are readily prepared for each financial advisor
Database maintenance
Hours
M-F 9am-5pm
Medical Insurance
Vision Insurance
Short-Term Disability
Long-Term Disability
Basic Life Insurance
401(k)
PTO
$45,000-$55,000
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Referrals Referrals increase your chances of interviewing at Slagle Financial by 2x
#J-18808-Ljbffr
Client Service Representative
role at
Slagle Financial
This range is provided by Slagle Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $45,000.00/yr - $55,000.00/yr
About the Role Our growing financial service firm in Fort
Walton Beach, FL
is seeking a Client Service Representative to serve the existing client base with service requests, beneficiary changes, incoming client service calls, database management, and preparation of client appointment materials.
Key Skills
Strong organizational skills
Attention to detail and accuracy
Proactive management style and consistent follow-through
Active Listening and Decision Making
Financial Industry experience preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience
Responsibilities
Assisting clients with overall maintenance of annuity accounts
Handling non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
Filing death claims for deceased clients
Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claims
Keeping databases updated with closed accounts, portfolio values, and general information
Helping clients with online registrations for accessing accounts via Orien or directly through the company website
Responding to incoming and outgoing client inquiries by phone and email
Running annual RMD report for eligible clients; ensuring required distributions are taken
Acting as liaison between clients and financial advisors when needed
Meeting with clients if necessary
Preparing balance sheet, completion, and appointment prep documents
Assigning tasks provided by advisor dictations to staff
Administrative / Miscellaneous
Attend educational seminars and client events
Assist in training and development
Back up for client operations specialist
Ensure all scheduled appointments are readily prepared for each financial advisor
Database maintenance
Hours
M-F 9am-5pm
Medical Insurance
Vision Insurance
Short-Term Disability
Long-Term Disability
Basic Life Insurance
401(k)
PTO
$45,000-$55,000
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Referrals Referrals increase your chances of interviewing at Slagle Financial by 2x
#J-18808-Ljbffr