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Client Service Specialist ProWealth Financial

1 month ago

Maple Grove, United States ProWealth Financial Full time

Job DescriptionJob Description

Future Growth Personally and Professionally. If you are looking to invest in your future and put the effort into your future we are a great fit.

We are a financial company looking for a Client Services Specialist position. Under limited supervision This person acts as the first point of contact for existing and potential clients . A warm and friendly reception combined with a working knowledge of where to source solutions is an important characteristic for this professional. We are looking for a client service oriented team player who is a detail oriented professional with proven organizational skills, able to manage time efficiently and can multi-task. Who's proven written and verbal skills instill confidence from the team and our clients. This vital support role will enhance the client experience by servicing clients and providing operational and administrative support to our team in their daily business practices.

This person will help with the following items:

Building relationships with our clients and providing excellent customer service
Coordinating schedules and appointments
Dictates notes and enters them into CRM
Fulfill client transactional information and service needs
Enters data into systems which includes account maintenance, disbursements,
Processes new accounts and paperwork
Coordinates and manages client events
Handles outgoing customer mail, incoming mail & imaging customer paperwork
Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies
Monitors phone calls, schedule call backs
Monitors emails
Runs monthly birthday & anniversary card mailings
A good understanding of Microsoft Office
Knowledge and Skills:

Preferred Series 6,7 and 66
Industry licenses are not required but helpful
Ability to multitask and handle stress
Strong Focus on getting the details correct
Professionally focused to help grow the firm
Google Docs, Word, Spreadsheets
Please send us your resume with an explanation on why you would be a good hire for our firm.

Background check and fingerprinting necessary.

Job Type: Full-time

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