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Financial Client Support Specialist
2 months ago
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