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Client Service Specialist in the states of Arizona, or Nevada
4 months ago
Title
Client Service Specialist
Employee Proposition
If you are an actively licensed securities and insurance professional and are passionate about working as a client service and sales support person within a team environment, and possess knowledge and experience as an administrative assistant, read on
Description
The Client Services Specialist provides excellent service, operation and sales support to our staff and clients. You will serve as the initial point of contact with responsibilities to assist clients with any investment and service-related needs, including investment order processing, account opening, questions, issues, problem resolution, and requests. You will also build relationships with peers, business partners (Sponsors), and colleagues to accomplish Courtlandt’s goals.
What You’re Good at
Attract Investors with Courtlandt’s client acquisition sales process
- Establish rapport with Investors while sharing our mission, vision, and services
- Gather data to qualify Investors for suitability and accreditation
- Review and analyze data while providing Investors with educational materials
- Present solutions to Investors that align with their goals and objectives
Engage Investors by providing an excellent client services experience
- Assist with sales process with HubSpot’s sales tools
- Open new client accounts and maintain existing accounts
- Troubleshoot client service request with HubSpot service tools
- Complete client and sales administrative and clerical activities for Courtlandt Teams
- Train and mentor clients on how to efficiently use and apply Courtlandt tools
Delight Investors by managing and improving the client evangelist process
- Manage revenue retention initiative with client evangelist program
- Conduct account maintenance – daily, weekly, monthly and quarterly
- Collaborate with teams to implement new platform features and service practices
- Researching transaction inquiries, general product information, and data feed
- Assist with generating reports using software such as but not limited to (HubSpot Reporting, Google Analytics, Excel, Power Point) as requested by other departments and clients
Collaborate with Courtlandt Teams to support and improve operations
- Cross-train/support other team members with other teams to provide a consistent level of collaboration, especially during higher volume periods
- Document and maintain client specific operations procedures as needed
- Participate in departmental initiatives, delegated responsibilities, and new projects
- Coordinate company meetings, gatherings and special engagements
- Engaged with team, internal/external partners, drive the strategic vision of Courtlandt
What You're Qualified in
Required Licenses and Qualifications:
- Must have the following Series 7 and 63, Life and Annuity Licenses (Active Status)
- Must have a minimum of 5 years of experience with the following:
o Client Service and Sales Support
o CRM Applications (client relationship management)
o eSignature Application
o Project Management Applications
These qualifications are a plus but not required:
- HubSpot CRM software
- DocuSign eSignature software
- Asana project management software
- Real Estate Agent or Broker License
- DSTs, 1031 Exchanges
- Certified Retirement Specialist
- Certified Financial Planner
- Experience troubleshooting technical issues
Compensation and Benefits Package
- You will receive a base salary: ($65-75K) Commensurate with experience, and;
- Quarterly Bonus Package with;
- Participate in the 401K and Profit-Sharing Plan, Medical, Vacation and PTO
Remote Work Employment Opportunity
Courtlandt is currently seeking a disciplined self-motivated professional in the states of California, Arizona, or Nevada that thrives in a work home environment and is ready and prepared to benefit from this remote work opportunity. Please note that standard business operating hours from 8am - 5pm are still required.
Our Company
Founded in 1995, Courtlandt is a trusted group of professionals delivering a multi-disciplinary approach to investment real estate, financial, tax, and estate planning. In the process, Courtlandt has successfully helped clients solve complex real estate transactions and financial circumstances.
Vision
To become a world-class alternative investment platform on the planet.
Mission
To help people identify investments that preserve and grow their wealth.
Potential Growth Opportunities
Client Service Manager to include:
Improvements and Developments to Client and Product Services; Train, Coach and Support Client Sales and Administrative Teams; and Goal Setting, Strategy Development and Personnel Initiatives.
Job Type: Full-time
Pay: From $65,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Application Question(s):
- Are you living in Nevada, or Arizona?
License/Certification:
- Securities Industry Essentials; Series 7, 63 Licenses (Required)
- Life and Annuity Licenses (Required)
Location:
- Nevada or Arizona (Required)
Work Location: Remote
Company DescriptionFounded in 1995, Courtlandt is a trusted group of professionals delivering a multi-disciplinary approach to investment real estate, financial, tax, and estate planning. In the process, Courtlandt has successfully helped clients solve complex real estate transactions and financial circumstances.Company DescriptionFounded in 1995, Courtlandt is a trusted group of professionals delivering a multi-disciplinary approach to investment real estate, financial, tax, and estate planning. In the process, Courtlandt has successfully helped clients solve complex real estate transactions and financial circumstances.