Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily?

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 Harrison, Ohio, 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.

• Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment
• Securities and insurance licensed preferred or willing to obtain during tenure
• Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

• Strong organizational skills
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through

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