CLIENT SERVICE PROFESSIONAL
: Job Details :

Client Service SpecialistFuture Growth Personally and Professionally. If you are looking to invest in your future and put the effort into your future we are a great fit.We are a financial company looking for a Client Services Specialist and ParaPlanner position. Under limited supervision This person acts as the first point of contact for existing and potential clients . A warm and friendly reception combined with a working knowledge of where to source solutions is an important characteristic for this professional. We are looking for a client service oriented team player who is a detail oriented professional with proven organizational skills, able to manage time efficiently and can multi-task. Who's proven written and verbal skills instill confidence from the team and our clients. This vital support role will enhance the client experience by servicing clients and providing operational and administrative support to our team in their daily business practices.This person will help with the following items:Building relationships with our clients and providing excellent customer serviceCoordinating schedules and appointmentsDictates notes and enters them into CRMFulfill client transactional information and service needsEnters data into systems which includes account maintenance, disbursements,Processes new accounts and paperworkCoordinates and manages client eventsHandles outgoing customer mail, incoming mail & imaging customer paperworkAdheres to compliance/risk procedures and exhibits detailed attention to disclosure policiesMonitors phone calls, schedule call backsMonitors emailsRuns monthly birthday & anniversary card mailingsA good understanding of Microsoft OfficeKnowledge and Skills:Preferred Series 6,7 and 66Industry licenses are not required but helpfulAbility to multitask and handle stressStrong Focus on getting the details correctProfessionally focused to help grow the firmGoogle Docs, Word, SpreadsheetsPlease send us your resume with an explanation on why you would be a good hire for our firm.Background check and fingerprinting necessary.Job Type: Full-timeJob Type: Full-timePay: $42,000.00 - $72,000.00 per yearBenefits:401(k)Paid time offSchedule:Monday to FridayApplication Question(s):What is your expected Salary?Education:Bachelor's (Preferred)Experience:Wealth management: 3 years (Required)License/Certification:Series 7 (Preferred)Work Location: In person