Financial Planning Client Care Specialist

6 hours ago

Troy, Michigan, United States Estate Information Services Full time

Job description

Financial Planning Client Care Specialist

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? Are you driven, self-motivated and client-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, then we would like to speak with you

The purpose of this position is to: 1) on-board new clients to include opening IRAs, retiree accounts and non-qualified accounts, as well as providing annuity and life insurance account support, and 2) service our existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, as well as client appointment preparation (updating client account summaries and prepping the main advisor for review meetings) and preparing issued accounts for delivery.

DUTIES & RESPONSIBILITIES

Duties include but are not limited to:

  • New account set-up, processing custodian service request, money movement, correspondence processing, and overall operation team administrative functions
  • Validate advisor-carrier contracting prior to application submission
  • Organizes and prioritizes workload to ensure applications are reviewed and sent to the carrier within service level commitment
  • Maintain internal processing database to document work activity
  • Works within our client management system to keep the team updated on progress
  • Engages in frequent communication with our partners
  • Provides a superior customer experience
  • Ensure the department work is processed with accuracy, timeliness, and completeness

*

DESIRED SKILLS & EXPERIENCE

  • 1 – 3 years of real life experience serving financial planning clients
  • Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem solving skills
  • Handles multiple tasks easily and in an orderly fashion
  • Demonstrates ownership of their work & the overall process
  • Team player
  • Willingness to learn and complete various functions within Operations as assigned
  • Microsoft proficient

Job Type: Full-time

Job Type: Full-time

Pay: $50, $70,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

  • College Planning Advisor- Enrollment/Sales Specialist

    2 weeks ago

    Troy, Michigan, United States Bridgewise financial partners llc Full time

    Are you a motivated closer looking for high earning potential and a role where your hustle truly pays off?At BridgeWise Financial Partners, we help middle-class families navigate one of the biggest financial decisions of their lives–paying for college. This is a chance to turn your drive and people skills into a six-figure career with a company that...

  • Client Specialist

    2 weeks ago

    Troy, Michigan, United States Marsh McLennan Agency Full time

    Client Specialist – Employee Health & BenefitsOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you...

  • Client Experience Specialist

    1 week ago

    Troy, Michigan, United States Vigilante Security, Inc. Full time

    Company OverviewVigilante Security, Inc. is a leading provider in the Security Industry, dedicated to safeguarding communities with top-tier security solutions including burglary, fire, access control, CCTV, and central station monitoring for both commercial and residential properties.Position SummaryThe Client Experience Specialist is the frontline...

  • Associate Financial Advisor

    4 days ago

    Troy, Michigan, United States Blumark Full time

    Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients...

  • associate financial advisor

    5 hours ago

    Troy, Michigan, United States Blumark Tax Advisors Full time

    Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team.About the Role:As an Associate Financial Advisor, you will work within our practice to ensure clients...

  • Personal Care Specialist

    2 weeks ago

    Troy, Michigan, United States Ohio s Hospice Inc Full time $40,000 - $80,000 per year

    What You Should Know About the Personal Care Specialist Role:This is driving position seeing patients in homes and facilities within Miami County and surrounding areasThis is a FT position, 4-10hr shifts of Tues-Fri 8am-6pmWe provide superior care and superior services to patients at their end of life journey. Only those who have a heart for hospice will...

  • Financial Analyst

    2 weeks ago

    Troy, Michigan, United States Wilshire Benefits Group Inc Full time

    Are you a proactive and analytical professional ready to make a significant impact through your efforts? Wilshire Benefits Group is seeking a dedicated contributor who will play a crucial role in delivering top-tier services to our valued clients.  As a Financial Analyst, you will collaborate with our integrated team to manage and optimize financial...

  • Reimbursement Specialist

    5 days ago

    Troy, Michigan, United States Outworx Full time

    Reimbursement Consultant/Specialist - HybridLocation: Troy, MI 48038position type: Direct Hire/Full Time PermanentHybrid schedule: in-office on Wednesdays. Willing to have the position be fully remote for an EXCELLENT candidate. Monday through Friday 8a-5pmREQUIRED:5-7 years experience in managed care contracting or in healthcare reimbursement.Looking for...

  • Supply Chain Planning Consultant

    1 week ago

    Troy, Michigan, United States Tata Consultancy Services Full time

    Job DescriptionMust Have Technical/Functional SkillsSupply Chain Planning domain experience in one or more Manufacturing Sub-Verticals - automotive, aerospace, industrial, process manufacturing.Prefer prior experience with Business Consulting arms of companies like Capgemini, Cognizant, Infosys, Wipro etc.Experience as a solution architect / functional...

  • Compliance Associate

    2 weeks ago

    Troy, Michigan, United States Financial Services of America Full time $60,000 - $120,000 per year

    Compliance AssociateFull Time Troy – On-Site DescriptionJoin the Financial Services of America Team as a Compliance AssociateAre you looking for a dynamic role where your organizational skills and leadership make a real impact? At Financial Services of America, we've been recognized as a Top Workplace for 13 consecutive years, thanks to our commitment to...