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Customer Service Specialist

2 months ago

Austin, Texas, United States REAP Financial Full time

Client Service Administrator

Are you eager to leverage exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, continuously challenging yourself, and delivering outstanding administrative assistance, we invite you to consider this opportunity.

Our dynamic financial organization, REAP Financial Group, LLC, is on the lookout for a Client Service Administrator to join our team. The ideal candidate will possess a strong desire to grow within the financial sector and contribute positively to our business development.

Position Overview:

The primary objective of this role is to assist our existing clientele with various service requests, including beneficiary modifications, withdrawals, and managing incoming client service inquiries. Responsibilities also encompass database management and preparing client appointments, which includes updating account summaries for review meetings and ensuring the advisor is well-prepared.

Essential Skills:

  • Exceptional organizational capabilities
  • Strong verbal and written communication skills
  • Meticulous attention to detail and precision
  • Proactive approach with consistent follow-through

Qualifications:

  • Experience in the Financial or Insurance sectors is essential
  • A minimum of 3 years working alongside a Financial Advisor in a fast-paced environment is preferred
  • Familiarity with MacOS is advantageous, along with the ability to quickly adapt to new software
  • Experience with CRM systems
  • Possession of a Texas Life Insurance License or Series 65 is preferred

Key Responsibilities:

The Client Service Administrator will be expected to maintain consistent follow-through on all tasks, cultivate relationships with clients and prospects, and assist the Advisor in preparing for client meetings. Daily, weekly, and monthly responsibilities may include:

  • Answering incoming client service calls with a welcoming demeanor
  • Resolving client issues and fulfilling service requests
  • Processing new business applications and following up on pending items
  • Managing new business submissions and reporting
  • Ordering and maintaining stock of business applications and marketing materials
  • Updating and reviewing the database/CRM to reflect account statuses
  • Maintaining an organized and compliant filing system
  • Preparing client review summaries for upcoming meetings
  • Ensuring professional communication with clients and team members
  • Assisting with client updates, reports, and mailings
  • Supporting Advisors with educational workshops and client events as necessary
  • Coordinating client appointments and assisting Advisors with preparation
  • Maintaining current licenses and appointments with relevant agencies

Desired Attributes:

  • Quickly identifies and addresses problems
  • Highly efficient and organized
  • People-oriented with strong interpersonal skills
  • Proactive and results-driven
  • Effective multitasker with a focus on priority tasks
  • Detail-oriented yet pragmatic
  • Adaptable and flexible in a dynamic environment
  • Strong sense of ownership over projects

Compensation:

  • Annual salary range of $45,000 - $60,000, commensurate with experience

Benefits:

  • Comprehensive Health, Dental, and Vision coverage (fully paid by the company)
  • Paid Time Off (PTO)
  • Unlimited Flexible Time
  • Maternity and Paternity leave
  • After one year:
  • 401(k) plan with generous matching and profit-sharing options
  • Hybrid remote work opportunities
  • Summer Fridays
  • Eligibility for sales incentive bonuses
  • Opportunity for company-sponsored trips

Work Schedule:

Monday to Friday, 9 AM to 5 PM

Presented by Advisor Employee Services Thank you for considering the Client Service Administrator position. Advisor Employee Services, a consulting firm, represents top financial advisors across the nation in their hiring needs. We encourage you to explore our services and learn more about how we can assist in your career development.