Client Service Representative - Financial Firm

Advisor Employee Services
US - Kentucky - Prospect
December 15, 2024
Financial

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing exceptional administrative support, we want to talk to you!

Our fast-paced financial firm, Family Wealth Strategies in (Prospect, KY) is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

This position is required to prepare new business and help service the existing client base with all service requests including beneficiary changes/withdrawals, incoming, client service calls, database management, and client appointment preparation. Preparing the main advisor for his/her review meetings and preparing issued accounts for delivery would be required

Key Skills:

Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through

Minimum Requirements:

Associate degree preferred
Financial Industry experience required
2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
CRM experience

Responsibilities:

This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
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 in setting client appointments

Salary:

$40,000-$50,000

Benefits:

Health Insurance
401k
PTO

Hours:

Monday -Friday: 8:30 am 5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Read the full job description and apply online on the recuiter's web-site

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