Client Services Specialist

The Planning Center•Moline, IL

11d

About The Position

The Client Services Specialist supports the Planning Center team and coordinates client services with a focus on delivering the ultimate client experience regardless of the client’s location. This position is critical to building client advocacy and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration. This role spends most of its time managing the client’s relationship between The Planning Center, custodians, and other vendors. Accuracy and communication within these tasks are critical in building trust and long-term relationships with our clients.

Requirements

Trustworthy, ethical, hard-working, and professional
Tech-savvy – computer skills, CRM knowledge, data entry accuracy
Strong written and verbal communication skills
Excellent interpersonal and customer service skills
“Client-first” attitude and desire to build long-term client relationships
Growth mindset
Adaptable and highly flexible
Capable of working independently and in a team environment
Strong organization skills
High School Graduate or GED
3-5 years of direct customer service experience
Must be able to pass standard industry background checks

Responsibilities

Deliver first class customer service to any clients, prospective clients, or vendors you interact with.
Work with clients on the completion of all required paperwork in their relationship with TPC. This includes paperwork related to custody with Schwab, Axos, etc. for account openings and closures, contributions, distributions, systematics, rollovers, transfers, beneficiary changes, etc. It also includes paperwork with outside custodians for rollovers, account transfers, and management of outside assets.
Provide clients with copies of required annual compliance disclosures such as Form ADV offering & Form CRS.
Review clients’ annual year-end required minimum distribution requirements.
Answer incoming client phone calls and take necessary steps to assist.
Assist Client Service Associates whenever necessary on tasks such as client scheduling, processing mail, firm paperwork, forms and checks, gathering and upkeep of all client records within all software platforms, managing orders of supplies, and coordinating events.
Serve on TPC Committees as needed.

Benefits

Competitive compensation starting at $27/hour
401(k) match of up to 6% of compensation
Paid time off and holidays
Fully paid parental leave
Health insurance for you and your family (90% of individual premiums and 70% of family premiums covered by TPC)
Dental insurance (50% of premium covered by TPC)
Vision insurance available
Life insurance ($50k policy provided by TPC with the option to purchase additional coverage)
Disability insurance (provided by TPC)
Continuing education budget