Client Service Specialist

Client Service Specialist

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s 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 service firm in Waukesha, WI 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, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Associates Degree preferred
• Financial 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
• CRM experience

Responsibilities:

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 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 updates, reports, and mailings
• Assist in setting client appointments for Advisors Excel Assist with New Business processing

Salary

$45,000 - $60,000 - Based on Experience

BENEFITS

Money for Nothing

Three weeks paid time-off each year

Additional Days Off

When we meet our goals, we prefer to give employees extra days off

Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $19,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $26,000 each year and get a 6% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $6,000 per year if under 50 and $7,000 if 50+. We know a lot about money, it’s what we do!

Let’s Stay Healthy

Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!

Hungry?

Free Lunches provided for weekly team building

Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site

You Look Like You to Work out!

Free onsite gym

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off the Guerke’s corner exit on I-94

Mequon location is right off I-43 on Mequon and Port Washington Rd

Wow, You’re Smart!

We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!

Want to get your CPA license? Let’s do it!

Let’s have fun!

Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

Paid-for Annual Trips

Company hits our goals, let's all travel together!

Presented by Advisor Employee Services Thank you for your interest in the Client Service Specialist 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!