Advisor Talent Solutions
Client Service Specialist - Austin, TX
Join to apply for the Client Service Specialist - Austin, TX role at Advisor Talent Solutions.
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!
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
Attention to detail and accuracy
Proactive management style and consistent follow‑through
Minimum Requirements
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 This Client Service Specialist will be expected to have consistent follow‑through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
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
Excels in identifying problems quickly
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 Based On Previous Experience No specific rate is listed in the posting, but compensation will be based on prior experience.
Benefits
Health, Dental, and Vision (100% paid by company)
PTO
Unlimited Flex time
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!
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
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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!
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
Attention to detail and accuracy
Proactive management style and consistent follow‑through
Minimum Requirements
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 This Client Service Specialist will be expected to have consistent follow‑through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
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
Excels in identifying problems quickly
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 Based On Previous Experience No specific rate is listed in the posting, but compensation will be based on prior experience.
Benefits
Health, Dental, and Vision (100% paid by company)
PTO
Unlimited Flex time
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!
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
#J-18808-Ljbffr