Client Service Specialist - Austin, TX

Advisor Talent Solutions•Austin, TX

About The Position

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 fast-paced financial firm, REAP Financial Group, LLC, in Austin, TX 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.

Requirements

Financial or Insurance Industry experience required
3+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MacOS, preferred, and the ability to learn new software quickly
CRM experience
Texas Life Insurance License or Series 65 preferred
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
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 License or Series 65 preferred
3+ years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MacOS, preferred, and the ability to learn new software quickly

Responsibilities

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Complete and process new business applications, following up on pending business and contacting individual clients with updates
Manage the new business submitted and new business issued in reporting tool
Order and stock new business applications and marketing brochures
Update and review database/CRM to reflect account status regarding new business and/or service
Maintain an organized, compliant, and efficient filing system
Complete and process all applications for business submitted by Advisor
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist Advisor(s) with educational workshops and client events as needed
Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation
Maintain current Advisors licenses and appointments with agencies and companies