Client Service Coordinator

4 weeks ago


Austin, Texas, United States REAP Financial Full time
Client Service Administrator

We are seeking a highly skilled and organized Client Service Administrator to join our team at REAP Financial Group, LLC in Austin, TX. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting the growth of our business.

Key Responsibilities:
  • Manage client service requests, including beneficiary changes, withdrawals, and database management
  • Provide exceptional client service, including responding to client inquiries and resolving issues in a timely manner
  • Prepare client review summaries and update client account information
  • Assist with client appointments, including preparing the advisor for review meetings and delivering issued accounts
  • Manage new business applications, including processing and following up on pending business
Requirements:
  • 3+ years of experience in a financial or insurance industry, preferably in a fast-paced office environment
  • Strong organizational skills, attention to detail, and excellent communication skills
  • Experience with MacOS and CRM software, with the ability to learn new software quickly
  • Texas Life Insurance License or Series 65 preferred
Benefits:
  • Competitive salary range of $45,000 - $60,000/year based on experience
  • 100% paid health, dental, and vision insurance
  • PTO, unlimited flex time, and maternity/paternity leave
  • 401(k) with generous matching and profit sharing after 1 year
  • Hybrid-remote work from home and summer Fridays
  • Participation in sales incentive bonuses and qualification for company trips


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