Financial Client Support Specialist
2 weeks ago
Financial Client Support Specialist
The Pastor Financial Group is dedicated to managing all aspects of our clients' financial journeys. We provide holistic financial planning and investment management services, and we are in search of a dedicated individual to enhance our client service capabilities.
About Us
With extensive experience and a clear vision, we assist clients in aligning their financial objectives by addressing their challenges and helping them realize their aspirations. Our commitment is to ensure that clients feel valued and part of our community. We prioritize transparency and integrity in all our interactions.
Position Overview
The Financial Client Support Specialist will serve as the primary contact for all daily operational and service-related inquiries.
Your responsibilities will include improving the client experience, delivering outstanding service, supporting the firm's operational functions, and providing administrative assistance to the team. This is a full-time position focused on client service without any sales responsibilities. Key tasks will involve answering calls, welcoming clients, addressing service requests, accurately processing documentation, and assisting with appointment scheduling. Once licensed, you will be responsible for account openings and routine service inquiries. You will also proactively reach out to clients and prospects through calls, emails, and letters. The role includes managing incoming correspondence, scanning documents, and maintaining online records. The ideal candidate will participate in client service meetings and document all client interactions promptly. Most importantly, you will uphold a rigorous follow-up process, serving our clients with urgency, respect, and integrity.
Candidate Profile
You excel in a collaborative office environment. You are personable and enjoy engaging with clients, finding fulfillment in assisting others. You are adept at resolving client issues and possess the ability to ask insightful questions to uncover the root of problems.
You are a detail-oriented problem solver with a strong work ethic and a solid grasp of technology. You are punctual, organized, self-driven, and methodical in your approach.
This full-time role offers a starting salary of $50,000/year for an unlicensed associate, with additional bonuses based on performance milestones and ample opportunities for professional growth. Comprehensive training will be provided for your specific responsibilities. After successfully completing the introductory period, you will be eligible for benefits, including paid time off and parking.
Essential Skills and Qualifications:
- Bachelor's degree in finance or equivalent experience in client service.
- Proficiency in personal computing: experience with Windows Office and web-based applications is preferred.
- Life and Health Insurance License, Series 7, and Series 66 registration (or successful completion of the Life and Health Insurance License within 90 days of hire, and Series 66 registration within one year).
- Familiarity with customer relationship management (CRM) software.
- Ability to communicate complex concepts clearly and simply to clients.
- Strong command of written and spoken English.
- Excellent organizational and multitasking abilities.
- Capability to maintain composure and politeness in high-pressure situations.
- Willingness to collaborate with clients and management to resolve any issues that may arise.
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