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Client Service Specialist

2 months ago

Pensacola, United States Prime Capital Financial Full time

We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Pensacola, FL Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life's ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Pensacola team

Objectives:

The CSS plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director. Client Service Specialists 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 Office Administrators must demonstrate professional proficiency:

Financial industry terminology and account types

Salesforce data entry and management

DocuSign technologies

Detailed and accurate data entry and account processing

Policy and procedures including FINRA guidelines

Google Suite and calendar management

Client service

Client Engagement program

Education/Experience

High school Diploma required

Bachelor's Degree preferred or equivalent financial services industry experience

Series 65 preferred

Financial Investment Advisory Services Industry experience preferred

Google Suite, Salesforce, Microsoft Suite, Adobe skills required

Successful completion of industry standard background screening required

Former experience working with Schwab, Orion, Salesforce, DocuSign is a plus

Benefits:

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

401(k)

Teladoc

Generous PTO

12 Paid Holidays

EAP

Compensation:

This is a Non-Exempt Full-time position. Salary is determined based on experience.

Prime Capital Investment Advisors ( PCIA )

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 50+ locations throughout the United States, with over 160 investment advisor representatives and 160+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. ( PCIA ) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors ( QPA ) and Prime Capital Wealth Management ( PCWM ). For more information, visit