Client Services Advisor

5 days ago

Birmingham, United States Insight Global Full time

Insight Global is looking for a Client Service Specialist to join our Financial Advisor Client’s team in Birmingham, AL. This person needs to be extremely organized, detail oriented, self-motivated, professional, and able to handle multiple tasks at a time. This person needs to be able to track processes and follow through with finishing tasks over a long multi-step process. This candidate will be filing paperwork, processing paper work, working with clients, updating files, open accounts for clients, creating client spread sheets, entering data into Excel, speaking with clients and answering questions, prepare financial documents for client review meetings, and more. This person needs to be a team player and work well with others. FFG is looking for a sharp and trainable person who is ready to embrace the large learning curve of the position

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include:

• Preparation of all applicable paperwork and financial roadmaps prior to client meetings.

• Utilize websites and software to obtain client and product information

• Respond to client service calls, emails and texts in a friendly manner

• Track account openings and money movement and resolve any issues promptly and thoroughly.

• Input detailed notes into CRM and keep updated

• Coordinate and follow up on client transfers, contributions, distributions

• Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion

• Prepare client file for upcoming appointments, and process meeting follow up items

• Maintain professional communication with clients and staff

• Assist with client update reports and mailings

• Assist in setting client appointments for Advisor

• Cross train to assist with Existing Client workflows

Must Haves:

- Professional, good phone presence, motivated, sharp.

-Extremely detailed oriented and ORGANIZED

• Associates Degree preferred

• Financial Industry experience required

• 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred

• Experience with MS Office Suite and the ability to learn new software quickly

-Able to work onsite in Hoover, AL 5 days a week


Plusses:

-1-10 years working at a financial firm or Insurance company (like North Western Mutual, Fidelity, Meryl Lynch, or a small firm)

-Finance, Business, or Accounting degree

- Advanced Excel skills (pivot tables and formulas)

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