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Client Services Specialist

2 months ago

Virginia Beach, Virginia, United States Disability Solutions Full time
Value Proposition

At Disability Solutions, our core values shape our identity and drive our mission to improve lives. Our team members are the foundation of our success, and we believe that every achievement starts with them. We are dedicated to fostering a positive influence in our communities. Our culture promotes continuous development, work-life balance, and inclusivity. We embrace a technology-driven work environment to enhance the experiences of both our employees and clients.

Overview

This is a full-time hybrid role.

Hybrid schedule includes 4 days in the office and 1 day working remotely after a successful introductory period.

This position provides exceptional operational support to Financial Advisors and their clientele, along with other team members.

Responsibilities
  • Manage daily administrative tasks for assigned Financial Advisor(s).
  • Act as the primary contact for a high volume of daily interactions, addressing inquiries, providing quotes, and scheduling meetings with both prospective and existing clients through various communication channels.
  • Facilitate the onboarding process for new clients, ensuring all necessary documentation is accurate and complete while overseeing the transfer of new assets.
  • Assist clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Process client transactions, including trades, deposits, and withdrawals, while adhering to regulatory standards.
  • Receive and process orders for the Financial Advisor(s) and may enter unsolicited trades at their direction.
  • Communicate regularly with clients to provide trade settlement information, coordinate payments, and deliver portfolio updates.
  • Collaborate with Financial Advisor(s) to prepare for client meetings and presentations, including data gathering and report creation.
  • Maintain records and files using Client Relationship Management (CRM) software, ensuring compliance with firm and industry standards.
  • Support Financial Advisor(s) in marketing initiatives, including seminars and client engagement events.
  • Engage in ongoing training and professional development to stay updated on firm and industry policies and procedures.
  • Contribute as part of a larger team focused on achieving overall sales objectives.
  • Mentor and share knowledge with colleagues.
  • May participate in client meetings alongside Financial Advisor(s) as needed.


Qualifications

Education

Bachelor's Degree or equivalent experience in business, finance, or a related field. (Required)

Experience

5+ years in financial services or sales environment preferred. (Preferred)

3+ years in administrative roles within financial services or sales environment. (Required)

2+ years of experience with investment operations, procedures, and transfers. (Required)

Certifications

SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required)

Must be eligible for affiliation with our Broker Dealer. (Required)

Knowledge, Skills, and Abilities
  • Familiarity with investment industry terminology. (Required)
  • Mathematical proficiency for processing account and transaction information. (Required)
  • Effective communication skills, both verbal and written, across all organizational levels. (Required)
  • Proactive approach to follow up on submitted items to ensure resolution and completion. (Required)
  • Adept at identifying time-sensitive tasks and managing competing priorities. (Required)
  • Proficiency in Microsoft Office Suite. (Preferred)
  • Experience with CRM software or similar contact management tools. (Preferred)


Other Duties as Assigned by Manager

This role may involve additional responsibilities as assigned by management. All employees are expected to understand and comply with company policies, regulations, and compliance training requirements.

Pay Transparency

We provide transparency in compensation by sharing base salary ranges for all job postings. Salary ranges are determined based on the position, function, and responsibilities, benchmarked against similar companies in our industry. Compensation will be based on factors such as knowledge, skills, experience, and relevant certifications. Salary may vary by geographic location.

The hourly rate for this position is $34.13.

Benefits

As part of our Total Rewards program, Disability Solutions offers a comprehensive benefits package for eligible employees. This includes medical plans with prescription coverage, flexible spending accounts, dental and vision insurance, life insurance, a 401(k) plan with employer match, paid time off, disability coverage, and educational assistance. For more information on eligibility, please visit our Benefits & Wellness page.

EEO Statement

Disability Solutions is an equal opportunity employer committed to providing equal employment opportunities for all qualified individuals. We will recruit, hire, train, and promote individuals in all job titles without regard to race, color, religion, sexual orientation, national origin, gender, age, disability, or any other legally protected status.

Sponsorship Statement

Individuals must be authorized to work in the United States without sponsorship for a work visa by Disability Solutions now or in the future.