Client Service Specialist - Austin, TX

Advisor Employee Services•Austin, TX

1d•Onsite

About The Position

REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most”. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. As a Client Service Specialist you will perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.

Requirements

Prior experience working in financial industry
3+ years working alongside a Financial Advisor in a fast-paced office environment
Proficiency in MacOS
Excels in identifying problems quickly
Highly efficient, i.e., doesn’t get bogged down with details
People-Centric, i.e., open while displaying strong people acumen
Strong get-it-done attitude that moves things along quickly
Zero procrastination, i.e., doesn’t linger over projects but drive them to completion
Able to move between projects while prioritizing the most important ones first
Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time
Extremely flexible, i.e., able to switch gears and lanes with ease
Strong ownership of projects with the ability to let things go when necessary

Nice To Haves

Texas Life Insurance & Securities License(s) preferred

Responsibilities

Complete & process new business applications
Order & stock new business applications and marketing brochures
Receive incoming client service calls in a friendly, warm manner
Process & follow-up on client service work
Update & review database/CRM to reflect account status regarding new business and/or service
Maintain an organized, compliant, and efficient filing system
Follow-up on pending business and contact individual client with updates
Assist Advisor(s) with pre-appointment preparation
Gather account values and complete client review summary for upcoming appointments
Manage the new business submitted and new business issued in reporting tool
Assist Advisor(s) with client reports and mailings
Assist Advisor(s) with educational workshops & client events as needed
Act as phone back-up to other office personnel for phone coverage
Maintain current Advisor’s licenses and appointments with agencies and companies