Client Service Specialist

Quality Financial Concepts•Maryville, TN

About The Position

Quality Financial Concepts of Maryville, Tennessee, is seeking a Client Specialist to provide efficient, timely, and accurate service processing client business for the firm and its Representatives. The Client Specialist provides service to clients in person and by phone, serves as a point of contact, and works with the Planner to identify and address additional client needs. Each of the firm’s two Certified Financial Planners has an assigned Client Specialist, and the specialists also work as a team to support clients. Quality Financial Concepts is a full-service financial advisory firm that has been in business for over 40 years. Its services include retirement planning, investment management, estate planning, tax services, and insurance protection. The firm emphasizes retirement planning and in-depth conversations to understand each client’s goals and objectives, with personalized solutions intended to build lasting relationships. This is a full-time position with a schedule of Monday through Friday, 8 a.m. to 5 p.m. Compensation is a competitive salary based on industry knowledge and experience. The firm describes itself as small and family friendly.

Requirements

Exceptional attention to detail and a positive, can-do attitude.
Excellent written and verbal communication skills.
Experience in banking or the financial industry.
High degree of flexibility when handling a variety of situations.
Ability to handle multiple tasks simultaneously.
Ability to work under occasional tight deadlines.
Must pass a background check and fingerprinting.
Must pass the FINRA Essentials exam or obtain the Financial Paraplanner Qualified Professional credential within 12 months of hire.
Strong technology and computer skills, including MS Office Suite (Word, Excel, and Outlook) and industry-specific software.

Nice To Haves

College degree preferred.

Responsibilities

Serve as the liaison between the Advisor and clients.
Create and update daily tasks and document processes.
Obtain proper documents and signatures from clients as needed.
Assist the Advisor with portfolio fund options.
Participate in meetings with the Advisor and support staff to provide updates on client requests.
Ensure documents are properly completed and transactions are completed properly.
Provide exceptional and timely service to clients in person and by phone.
Recognize additional client needs or service opportunities and work with the Planner to meet those needs.