Client Service Representative

1 week ago


Austin, Texas, United States Advisor Employee Services Full time
Job Description:

The Client Service Administrator will be responsible for providing exceptional client service and support to our clients and advisors. This role will involve servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.

Key Responsibilities:
  • Receive and respond to incoming client service calls in a friendly and professional manner.
  • Complete and process new business applications, following up on pending business and contacting individual clients with updates.
  • Manage the new business submitted and new business issued in reporting tool.
  • Order and stock new business applications and marketing brochures.
  • Update and review database/CRM to reflect account status regarding new business and/or service.
  • Maintain an organized, compliant, and efficient filing system.
  • Complete and process all applications for business submitted by Advisor.
  • Prepare client review summary for upcoming appointments.
  • Maintain professional communication with clients and staff.
  • Assist with client updates, reports, and mailings.
  • Assist Advisor(s) with educational workshops and client events as needed.
  • Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation.
  • Maintain current Advisors licenses and appointments with agencies and companies.
Requirements:
  • Financial or Insurance Industry experience required.
  • 3+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
  • Experience with MacOS, preferred, and the ability to learn new software quickly.
  • CRM experience.
  • Texas Life Insurance License or Series 65 preferred.


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