Client Specialist I
2 weeks ago
It's Fun To Work In A Company Where People Truly Believe In What They're DoingWe're committed to bringing passion and customer focus to the business.Position SummaryThe Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated revenue and asset goals.Essential Duties And ResponsibilitiesPre-appointment preparation for Financial AdvisorsPost-appointment follow up/document processing for Financial Advisors.Review all paperwork for accuracy, completeness and compliance.Resolves paperwork and account issues with back office operations and clearing firm.Client service duties such as establishing new accounts, servicing existing accounts, and researching and resolving deficiencies in a timely manner.Answer incoming calls for Financial Advisors.Schedule appointments for Financial AdvisorsPreparing, editing and obtaining appropriate compliance approval on correspondence.Gather all materials as requested by the Financial Advisor for meetings and sales representations.Responsible for adhering to policies and procedures related to regulatory compliance requirements and firm requirements.Process check and security receipts.Process Annuity and 1035 exchange paperwork.Maintain and update CRM as needed.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.SkillsSolid knowledge of Retirement accounts and regulations.Knowledge of banking and investment products required.Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.Excellent time management skills with the ability to prioritizeExcellent written and verbal communication skillsTime ManagementAttention to detailEducation And/Or ExperienceHS Diploma/GED2 years' experience in financial industry preferredComputer SkillsProficient in Microsoft OfficeAdobe AcrobatCertificates, Licenses, RegistrationsNo License required however will be required to become licensed.Other Qualifications (including physical requirements)Ability to handle a high-stress environment.Must display professional conduct and appearance.Maintain client privacy and keep highly sensitive data confidential.Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.Skills Training:Communication, Time Management, Customer Service, Critical ThinkingPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
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Client Specialist I
2 weeks ago
Nashville, TN, United States Simmons Bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Client Specialist I
6 days ago
Nashville, TN, United States Simmons Bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Client Specialist I
2 days ago
Nashville, TN, United States Simmons Bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Client Specialist I
18 hours ago
Nashville, United States Simmons bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Position SummaryThe Client Specialist supports two or more Financial Advisors and works to develop a partnership with their respective advisors to provide high quality customer service and achieve stated...
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Client Service Representative I
2 weeks ago
Nashville, United States Great American Opportunities Full timeOverview Join to apply for the Client Service Representative I role at Great American Opportunities. Location: Nashville, TN Job Summary The Client Service Representative I is responsible for the day-to-day success of client relations and processes. This position assists with claims, policy changes, and billing issues. The Client Service Representative I is...
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Client Specialist
1 week ago
Nashville, United States Barry's Full timeWe appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual...
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Client Specialist
5 days ago
Nashville, United States Barry's Full timeWe appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information,...
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Client Service Representative I
2 weeks ago
Nashville, TN, United States Southwestern Companies Full timeJOB SUMMARY: The Client Service Representative I is responsible for the day-to-day success of client relations and processes. This position assists with claims, policy changes, and billing issues. The Client Service Representative I is responsible for preparing and sending documents to customers and mortgage companies. This position interacts with clients,...
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Client Service Representative I
6 days ago
Nashville, TN, United States Southwestern Companies Full timeJOB SUMMARY: The Client Service Representative I is responsible for the day-to-day success of client relations and processes. This position assists with claims, policy changes, and billing issues. The Client Service Representative I is responsible for preparing and sending documents to customers and mortgage companies. This position interacts with clients,...
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Client Service Representative I
1 day ago
Nashville, Tennessee, United States Southwestern Companies Full time $40,000 - $70,000 per yearJOB SUMMARY:The Client Service Representative I is responsible for the day-to-day success of client relations and processes. This position assists with claims, policy changes, and billing issues. The Client Service Representative I is responsible for preparing and sending documents to customers and mortgage companies. This position interacts with...
