Client Service Expert

3 weeks ago


Austin, Texas, United States REAP Financial Full time
Job Description:

We are seeking a highly organized and detail-oriented Client Service Expert to join our team at REAP Financial Group. The successful candidate will be responsible for ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

The position requires the ability to perform industry-specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.

Main Responsibilities:

  • Complete and process new business applications
  • Order and stock new business applications and marketing brochures
  • Receive incoming client service calls in a friendly, warm manner
  • Process and follow-up on client service work
  • Update and review database/CRM to reflect account status regarding new business and/or service
  • Maintain an organized, compliant, and efficient filing system
  • Follow-up on pending business and contact individual client with updates
  • Assist Advisor(s) with pre-appointment preparation
  • Gather account values and complete client review summary for upcoming appointments
  • Manage the new business submitted and new business issued in reporting tool
  • Assist Advisor(s) with client reports and mailings
  • Assist Advisor(s) with educational workshops & client events as needed
  • Act as phone back-up to other office personnel for phone coverage
  • Maintain current Advisors licenses and appointments with agencies and companies

Requirements:

  • Prior experience working in the financial industry
  • 3+ years working alongside a Financial Advisor in a fast-paced office environment
  • Texas Life Insurance & Securities License(s) preferred
  • Proficiency in MacOS


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