Client Service Specialist

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.

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:

• 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