Client Care Specialist

2 months ago

Cincinnati, United States Stratos Wealth Partners Full time
Client Care Specialist
Retirement Corporation of America - Cincinnati, OH

Retirement Corporation of America has always had one objective - to provide complete financial care for the individual investor throughout their lifetime. To fulfill this objective, RCA has organized itself around four cornerstones which form the foundation of our relationship with each client.

We are looking for an enthusiastic individual passionate about client service to join our Cincinnati, OH team as a Client Care Specialist.

Day-to-day responsibilities include managing client service inquiries and supporting firm-wide operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude with strong interpersonal, communication and organizational skills, who can help us exceed our clients' expectations.

Responsibilities:

1. Account Opening & Servicing
  • Oversee the account opening process for new clients, including preparation and submission of required documents.
  • Coordinate and track asset transfers, ensuring timely completion and accurate processing.
  • Perform account maintenance tasks such as updating client information, managing beneficiary changes, and processing service requests.
  • Work closely with custodians and internal teams to address and resolve account-related issues.
2. Client Service and Relationship Management
  • Respond to client inquiries promptly, providing guidance on account-related matters and addressing service requests.
  • Contribute to the development and execution of client service standards resulting in client retention and satisfaction
  • Support advisors in preparing and organizing client information for meetings and reviews.
  • Prepare and set up meeting conference rooms in advance of scheduled meetings
  • Conduct proactive client outreach to schedule and confirm upcoming reviews or follow-ups.
  • Execute client retention and engagement tasks, including personalized outreach and firm-led campaigns including "keep in touch" practices (birthday cards, holiday event mailings, etc.)
3. Operational and Administrative Support
  • Contribute to the development and execution of client service standards that drive retention and satisfaction.
  • Maintain accurate client records in the CRM and ensure all account-related documentation is up to date.
  • Manage the scheduling and firm-wide calendar of associated financial advisors, including pro-active reachouts to schedule and confirm upcoming client reviews or follow-ups
  • Support office supply needs including inventory management and vendor accounts payable
  • Collaborate with the team on process improvements to streamline account servicing and client interactions.
If you have a passion for delivering top-notch customer service and have experience in the financial services industry, we would love to hear from you. Join our team at Retirement Corporation of America and make a difference in the lives of our clients.

Qualifications:
  • 3+ years of client service experience, ideally in the financial services industry directly supporting financial advisors
  • Bachelor's Degree in Business, Finance, Communications, or a similar field. Relevant experience will be considered in place of a degree.
  • Strong attention to detail and accuracy, especially in handling account documents and processes.
  • Excellent technology skills, including experience with Word, Excel, Outlook, and strong familiarity with a CRM tool
  • Experience with Schwab Advisor Center is a plus but not required
  • A client-centric approach and genuine interest in delivering exceptional service.
  • Superior communication skills-friendly and helpful in all interactions, whether they are on the phone, in person, or via email.

If you have a passion for delivering top-notch customer service and have experience in the financial services industry, we would love to hear from you. Join our team at Retirement Corporation of America and make a difference in the lives of our clients.

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