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Client Service Specialist

1 month ago

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Job Summary

Myers Capital Advisors is seeking a highly organized and detail-oriented Client Service Specialist to ensure the smooth day-to-day operations of the practice. This role requires exceptional customer service skills and the ability to build strong relationships with clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Conduct regular financial reviews and offer recommendations to help clients meet their financial goals.
  • Utilize CRM software to track client interactions, update information, and forecast future needs.
  • Collaborate with internal teams to ensure seamless delivery of services and address any client concerns promptly.
  • Stay updated on industry trends, regulations, and best practices to provide informed advice to clients.
Requirements
  • 3 years of prior experience working in the insurance and/or financial industry.
  • Proficient in Microsoft Office and CRM software.

Myers Capital Advisors offers a competitive compensation package, including 100% coverage of health, dental, and vision insurance, as well as a 401K match and paid time off.