Aesplacement
Client Service Administrator - Financial Firm - Austin, TX
Aesplacement, Austin, Texas, us, 78716
Overview
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm,
REAP Financial Group, LLC , in
Austin, TX
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. 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 Attention to detail and accuracy Proactive management style and consistent follow-through Financial or Insurance Industry experience required 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MacOS, preferred, and the ability to learn new software quickly CRM experience Texas Life Insurance License or Series 65 preferred Responsibilities
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process new business applications, following up on pending business and contacting individual clients with updates Manage the new business submitted and new business issued in reporting tool Order and stock new business applications and marketing brochures Update and review database/CRM to reflect account status regarding new business and/or service Maintain an organized, compliant, and efficient filing system Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist Advisor(s) with educational workshops and client events as needed Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation Maintain current Advisors licenses and appointments with agencies and companies Required Behaviors and Motivators
Highly efficient, i.e., doesn’t get bogged down with details People-Centric, i.e., open while displaying strong people acumen Strong get-it-done attitude that moves things along quickly Zero procrastination, i.e., doesn’t linger over projects but drive them to completion Able to move between projects while prioritizing the most important ones first Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time Extremely flexible, i.e., able to switch gears and lanes with ease Strong ownership of projects with the ability to let things go when necessary Compensation
Compensation based on previous experience Health, Dental, and Vision (100% paid by company) PTO Maternity/Paternity leave After 1 year: 401(k) with generous matching and profit sharing Hybrid-remote work from home Summer Fridays Participation in sales incentive bonuses Qualification for company trip Hours
Monday – Friday 9am – 5pm Presented by Advisor Employee Services
Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm,
REAP Financial Group, LLC , in
Austin, TX
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. 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 Attention to detail and accuracy Proactive management style and consistent follow-through Financial or Insurance Industry experience required 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MacOS, preferred, and the ability to learn new software quickly CRM experience Texas Life Insurance License or Series 65 preferred Responsibilities
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Complete and process new business applications, following up on pending business and contacting individual clients with updates Manage the new business submitted and new business issued in reporting tool Order and stock new business applications and marketing brochures Update and review database/CRM to reflect account status regarding new business and/or service Maintain an organized, compliant, and efficient filing system Complete and process all applications for business submitted by Advisor Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with client updates, reports, and mailings Assist Advisor(s) with educational workshops and client events as needed Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation Maintain current Advisors licenses and appointments with agencies and companies Required Behaviors and Motivators
Highly efficient, i.e., doesn’t get bogged down with details People-Centric, i.e., open while displaying strong people acumen Strong get-it-done attitude that moves things along quickly Zero procrastination, i.e., doesn’t linger over projects but drive them to completion Able to move between projects while prioritizing the most important ones first Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time Extremely flexible, i.e., able to switch gears and lanes with ease Strong ownership of projects with the ability to let things go when necessary Compensation
Compensation based on previous experience Health, Dental, and Vision (100% paid by company) PTO Maternity/Paternity leave After 1 year: 401(k) with generous matching and profit sharing Hybrid-remote work from home Summer Fridays Participation in sales incentive bonuses Qualification for company trip Hours
Monday – Friday 9am – 5pm Presented by Advisor Employee Services
Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr