JOB DESCRIPTION
Client Service Specialist
This position is responsible for overseeing the workload of other assistants, in addition to staff training. A Client Service Specialist will establish a rapport with clients both in person and over the telephone. Clients must feel just as comfortable speaking with Client Service Specialist as they are with the financial advisor when necessary. When clients call into the office, calls will be screened to determine whether it’s an account maintenance call or pertaining to their investment portfolio. If there is a maintenance request, the client will be directed to a Client Service Specialist.
Key Responsibilities:
- Prepare client appointments/account reviews (reports & forms)
- Process new business and checks (paper and DocuSign formats)
- Receive and process client account maintenance requests such as RMD’s, Withdrawals, Journals, SRA’s, Beneficiary
- Changes, Address/Emails Changes, Employer Changes, Death Claims, Etc.
- Pend all Account Openings, TOA’s, PIP’s, SWP’s, RMD’s, (this includes Case Maintenance, electronic files, blotters, as well)
- Field phone calls when needed for client requests, questions, and problem solving
- Continual self-education of necessary tools and programs our office uses (OnceHub, ReadyDoc, Wealthscape, Salesforce, Quik!Forms, Office Suite, etc.)
