Client Service Specialist Location Loveland, CO : Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Loveland, Colorado is seeking to add a Client Service Specialist 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.
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.
Minimum Requirements: Associate degree preferred Financial or Mortgage 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 Responsibilities/Tasks: This Client Service Specialist 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/or monthly tasks may include:
Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated Coordinate and follow up on each client transfer Prep and Review applications prior to submission Prepare client review summary for upcoming appointments Maintain professional communication with clients and staff Assist with Client update reports and mailings Assist in setting client appointments for Advisors Assist with New Business processing Collect and disperse 3rd party correspondence Office Projects Office Administration: Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
Act as a phone coverage for office personnel Help to keep database up to date and accurate. Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
401(k)401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Day shift Monday to Friday Ability to Relocate:
Loveland, CO 80538: Relocate before starting work (Required) Work Location: In person
