Client Relations Specialist

2 weeks ago


Lombard, Illinois, United States Ark Wealth Partners Full time

Company Overview

At Ark Wealth Partners, we understand that navigating the financial landscape requires a well-defined strategy. As a recognized leader in the financial services sector, our commitment is to provide clarity and direction for our clients' financial aspirations. We focus on creating tailored plans that empower clients to transition from their current situation to their desired financial future.

Position Overview

We are in search of a meticulous and proactive Client Service Associate to enhance our team. The successful candidate will play a crucial role in supporting insurance and investment operations, ensuring smooth post-approval processes and effective management of client onboarding activities. Key responsibilities will also include maintaining consistent communication with clients and handling service requests efficiently.

Key Responsibilities

  • Insurance & Investment Support: Deliver comprehensive support in insurance and investment operations.
  • Client Onboarding Management: Oversee the workflow of all client onboarding tasks, including application processing, underwriting, policy delivery, and account setup.
  • Service Request Management: Address existing client service requests, such as policy modifications, information updates, and transaction requests.
  • Client Communication: Ensure regular communication with clients via email and phone, providing updates and confirming receipt of necessary documentation.

Ideal Characteristics

  • Exceptional written and verbal communication skills.
  • Strong attention to detail and organizational abilities.
  • Ability to prioritize tasks effectively.
  • Knowledge of client service principles.
  • Proven ability to work independently and collaboratively.
  • Proactive approach to problem-solving.
  • Ability to manage multiple tasks simultaneously.
  • Willingness to learn and develop within the role.

Required Qualifications

  • 1-3 years of relevant administrative or client service experience, ideally in the financial services field.
  • Life & Health Insurance license, or willingness to obtain within 90 days of employment.
  • Series 7 and/or 63 licensed, or ability to secure within the first year of employment.
  • Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and PowerPoint.

Preferred Qualifications

  • Familiarity with Microsoft CRM and/or NetX360 is advantageous.
  • Previous experience with Northwestern Mutual is a plus.

Benefits

We offer a comprehensive benefits package that includes health coverage, disability insurance, term life insurance, a hybrid work schedule, unlimited paid time off, maternity/paternity leave, and more.

Join Ark Wealth Partners and contribute to a vibrant environment where your efforts significantly influence our clients' financial success.



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