Client Service Representative

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This range is provided by Slagle Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$45,000.00/yr - $55,000.00/yr

Our growing financial service firm in Fort Walton Beach, FL is seeking a Client Service Representative to serve the existing client base with service requests, beneficiary changes, incoming client service calls, database management, and preparation of client appointment materials.

• Strong organizational skills
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Active Listening and Decision Making
• Financial Industry experience preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

• Assisting clients with overall maintenance of annuity accounts
• Handling non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
• Filing death claims for deceased clients
• Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claims
• Keeping databases updated with closed accounts, portfolio values, and general information
• Helping clients with online registrations for accessing accounts via Orien or directly through the company website
• Responding to incoming and outgoing client inquiries by phone and email
• Running annual RMD report for eligible clients; ensuring required distributions are taken
• Acting as liaison between clients and financial advisors when needed
• Meeting with clients if necessary
• Preparing balance sheet, completion, and appointment prep documents
• Assigning tasks provided by advisor dictations to staff

• Attend educational seminars and client events
• Assist in training and development
• Back up for client operations specialist
• Ensure all scheduled appointments are readily prepared for each financial advisor
• Database maintenance

• M-F 9am-5pm
• Medical Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO
• $45,000-$55,000

Associate

Full-time

Finance

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