Client Services
3 weeks ago
At Kingsguard Capital we believe that retirement should be a crowning achievement. We strive for our clients to live with confidence in their retirement planning by helping them protect and grow their assets. We are a true family business that is rapidly growing in our activity and client base. If you are attracted to fast-paced environments with varied responsibilities then you found the place. Come learn, grow, and prosper with us.
We are searching for a dynamic candidate to perform industry-specific tasks, such as application submission and account transfer follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Responsibilities:
Complete & process new business applications
Receive incoming client service calls in a friendly, warm manner
Process & follow up on client service requests
Update & review database/CRM to reflect account status regarding new business and/or service
Maintain an organized, compliant, and efficient filing system
Follow up on pending business and contact individual clients with updates
Assist Advisors with pre-appointment requirements
Gather account values and complete client review summary for upcoming appointments
Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests
Assist Advisors with educational workshops & client events as needed
Qualifications:
2+ years of experience in client services or new business development
Strong communication skills, both verbal and written
Ability to build and maintain client relationships
Proficient in CRM software and Microsoft Office suite
Detail-oriented and able to manage multiple tasks simultaneously
About Company:
Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, were empowered to let those attributes guide us.
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