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Client Support Specialist in Financial Services

2 months ago

Plano, Texas, United States Strategic Wealth Partners Full time

About Us: Strategic Wealth Partners is a distinguished independent financial advisory firm located in Dallas, Texas, boasting over 25 years of expertise in guiding clients through their financial journeys. Our focus is on achieving financial independence and retirement planning, utilizing a comprehensive approach that encompasses estate planning, financial planning, and charitable planning. With the backing of LPL Financial, a Fortune 400 company with a rich history of over 30 years, we harness premier research and resources while preserving our independence. Our dynamic team is dedicated to delivering outstanding service to our esteemed clientele.

Position Overview: In the role of Client Support Specialist, you will be instrumental in ensuring an exceptional client experience while providing essential support to our financial advisors. Your responsibilities will include managing client interactions, preparing for meetings, processing financial transactions, and maintaining precise records. This position requires a proactive problem solver who can effectively prioritize tasks, communicate clearly, and collaborate both independently and as part of a team.

Key Responsibilities:

  • Act as the primary point of contact for clients, delivering outstanding service and promptly addressing inquiries.
  • Prepare and submit investment, retirement, and insurance documentation, tracking progress and following up as necessary.
  • Compile client account reviews by gathering reports, statements, illustrations, and product information prior to advisor meetings.
  • Process financial transactions, including deposits, withdrawals, transfers, trades, and distributions, ensuring accuracy and compliance.
  • Engage with clients to collect necessary information for financial planning and manage follow-up tasks from meetings.
  • Maintain and update client records and meeting notes in our CRM system, ensuring data integrity and confidentiality.
  • Collaborate with financial planners, investment teams, and other advisors to provide seamless service and support.
  • Provide regular updates to the practice owner, ensuring all tasks are completed efficiently and on time.

About You:

  • You are highly organized, detail-oriented, and adept at managing multiple competing priorities.
  • You possess excellent communication skills, fostering strong client relationships.
  • You can convey information effectively and clearly to clients, colleagues, and advisors.
  • You are reliable and capable of completing tasks independently by the due date.
  • You have a keen eye for identifying errors and ensuring all details are accounted for.
  • You are adaptable and thrive in dynamic environments.
  • You are proficient in Microsoft Office Suite and can quickly learn new software systems.
  • You enjoy working autonomously, are self-motivated, and are not hesitant to seek clarification when needed.

Qualifications:

  • 3 to 5 years of experience in the financial services sector, with a strong emphasis on client service and support.
  • Valid licenses or certifications from relevant regulatory bodies.
  • Experience in supporting financial advisors or entrepreneurs, demonstrating the ability to prepare for client meetings and manage business processes.
  • Strong proficiency in CRM/database systems is advantageous.
  • Exceptional verbal and written communication skills, with a professional demeanor.
  • Ability to excel in a fast-paced, deadline-driven environment while maintaining attention to detail.

What We Offer:

  • A supportive and professional work environment with a competitive salary based on experience.
  • A comprehensive benefits package, including retirement plans, health coverage, generous paid holidays, and personal time off.
  • A direct hire opportunity with a standard Monday to Friday schedule.
  • Annual bonus opportunities based on performance.