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Client Service Specialist

2 months ago

reno, United States Prime Capital Financial Full time

Prime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with our financial advisors in an administrative capacity to deliver exceptional, high-touch service to our clients. If you are a detail-focused, dynamic individual who thrives in a small, team-oriented office setting, we are looking for you


**This role is not a hybrid or remote opportunity.


Cornerstone is a local to Reno, NV, wealth management branch of Prime Capital Financial. Our goal is to help our clients achieve and maintain financial freedom. At Cornerstone Wealth Management, we believe our most important resource is our team. From our experienced financial planners to our client relations department, each member of our team plays a specific role in helping our clients achieve their financial goals


About Prime Capital Financial

Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth brand. Through its Prime Capital Retirement and Prime Capital Wellness brands, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 190+ investment advisor representatives and 200+ associates serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.


Objectives: The CSS plays an important role in serving our clients and successfully processing accounts under the direction of the Financial Advisor and according to business needs. Administrative Assistants work independently to organize and manage a wide range of administrative and client support activities. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence.


Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, the CSS must display:

· Professional Expertise

· An ability to quickly form and maintain a positive, productive relationship with advisors and their clients

· Strong technology skills

· An ability to learn the financial services industry and understand the objectives for the position

· Tremendous written and oral communication skills

· Ability to adapt quickly and positively to change in the financial services industry

· Superior attention to detail and follow through; accuracy is extremely important

· Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively

· Team player and collaborator

· High standard of professionalism, ethics, confidentiality, and integrity

· Willingness to be proactive


There are several key areas where Administrative Assistants must demonstrate professional proficiency:

  • Financial industry terminology and account types
  • Client communication through phone and email
  • Salesforce data entry and management (preferred)
  • DocuSign technologies
  • Detailed and accurate data entry and account processing
  • Policy and procedures, including FINRA guidelines
  • Google Suite and calendar management
  • Pre-appointment preparation for Financial Advisor
  • Post-appointment follow-up/processing
  • Proactive client service updates


Education/Experience

· High school Diploma required

· Bachelor's Degree preferred or equivalent financial services industry experience

· · Financial Investment Advisory Services Industry experience preferred

· Google Suite, Salesforce, Microsoft Suite, and Adobe skills required

· Successful completion of industry-standard background screening required

· Former experience working with various custodians, Orion, Salesforce, and DocuSign is a plus


Benefits:

· Health, Dental, Vision, Group Life & Disability, HSA

· 401(k)


· Generous PTO

· 12 Paid Holidays

· EAP

· Voluntary Group Life and AD&D, Aflac, and Nationwide Pet Insurance