Client Service Specialist - Austin, TX
About The Position
REAP Financial Group is a boutique investment advisory firm specializing in Retirement Planning. Their mission is to “Empower families to reimagine what matters most”. 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
Benefits
- $45K-$60K/year based on experience
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
