Advisor Talent Solutions
Client Service Specialist - Laguna Hills, CA
Advisor Talent Solutions, Irvine, California, United States, 92713
Client Service Specialist - Laguna Hills, CA
Join to apply for the Client Service Specialist - Laguna Hills, CA role at Advisor Talent Solutions.
Pay Range This range is provided by Advisor Talent Solutions. 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
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 advisors for their 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)
Trustworthy
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 Thursday, with 7:30am-4:30pm on Fridays. After hours seminars are in the future.
To Note You will be required to take a typing test during the interview process.
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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 Entry level
Employment Type Full-time
Job Function Other
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x
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Pay Range This range is provided by Advisor Talent Solutions. 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
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 advisors for their 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)
Trustworthy
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 Thursday, with 7:30am-4:30pm on Fridays. After hours seminars are in the future.
To Note You will be required to take a typing test during the interview process.
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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 Entry level
Employment Type Full-time
Job Function Other
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x
#J-18808-Ljbffr