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Client Service Representative

Company: Advisor Employee Services
Location: Beaumont
Posted on: May 3, 2021

Job Description:

Client Service Representative 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 the Golden Triangle Area 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. Job Description
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: Associates Degree preferred Financial Industry experience required Insurance Licensing preferred or willing to obtain within 90 days
2 + years working alongside a Financial Advisor in a fast-paced office environment Experience with MS Office Suite, Excel experience is a must, and the ability to learn new software quickly

This position requires that you possess the following skills : Strong organizational skills Excellent communication both written and verbal Attention to detail and accuracy Proactive Management Style and consistent follow-through Understanding of brokerage accounts including Qualified, Non-Qualified, and 13d accounts Strong ability to follow-through Process driven Self-directed initiative
Responsibilities/Tasks: 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/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
Review application 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 Advisor
Assist with New Business processing Identify and track client communications to ensure each client is communicated with on a frequent basis Office Administration: Assisting the Financial Advisor to exceed client and regulatory expectations include:
Act as a phone back-up to other office personnel for phone coverage
Help to keep database up to date and accurate Work with our other locations in servicing client accounts (when needed) Help organize and attend client appreciation events Benefits: Health Insurance, Dental, Vision, and PTO Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, 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!

Keywords: Advisor Employee Services, Beaumont , Client Service Representative, Other , Beaumont, Texas

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