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Financial Client Support Specialist

2 months ago


Austin, Texas, United States REAP Financial Full time

Client Service Administrator

Become a vital part of REAP Financial Group, LLC as a Client Service Administrator. This position is perfect for individuals who are dedicated to delivering outstanding client support within the financial sector.

Position Overview:

In the role of Client Service Administrator, you will be tasked with addressing client inquiries, overseeing data management, and preparing for client meetings. Essential skills for success in this position include exceptional organizational abilities, strong communication skills, meticulous attention to detail, and proactive management capabilities.

Essential Qualifications:

  • Experience in the Financial or Insurance sector
  • Background working with a Financial Advisor in a dynamic office environment
  • Familiarity with CRM systems
  • Preferred: Texas Life Insurance License or Series 65

Key Responsibilities:

  • Respond to incoming client service inquiries
  • Process new business applications and modifications
  • Maintain a systematic filing structure
  • Support client meetings and events
  • Ensure adherence to compliance and operational efficiency

Desired Attributes and Motivators:

  • Effective problem-solving abilities
  • Strong interpersonal skills
  • Accountability for project outcomes
  • Adaptability and flexibility

Compensation:

  • $45,000 - $60,000 annually based on experience

Employee Benefits:

  • Comprehensive Health, Dental, and Vision insurance
  • Paid Time Off (PTO)
  • 401(k) plan with matching contributions and profit sharing
  • Hybrid work options
  • Performance-based bonuses
  • Company-sponsored trips

Work Schedule:

Monday to Friday, 9 AM to 5 PM