Client Service Specialist
3 months ago
Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you Our dynamic, fast-paced wealth management firm in Needham, MA is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise
Responsibilities/Tasks:
This Client Service Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated records
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Assist with New Business processing
Requirements for this Position:
A team player that must be flexible, enthusiastic and possess an energetic personality
Financial Industry experience
College Degree preferred
2 + years working alongside a Financial Advisor in a fast-paced office environment
Insurance licensed preferred
Experience with MS Office Suite and the ability to learn new software quickly
Strong organizational skills
Excellent communication both written and verbal
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