Client Services Specialist

ROLINC Staffing•Jacksonville, FL

1d•$50,000 - $60,000

About The Position

We are dedicated to providing top-tier financial guidance and investment services. We specialize in wealth management, particularly in annuities and investments. Our team is committed to delivering personalized service that meets our clients' unique financial needs. We're seeking a Customer Service Specialist with a strong background in wealth management offices. This role is pivotal in supporting our clients, managing their annuities and investment accounts, and ensuring a seamless service experience.

Requirements

Proven experience in a wealth management support role.
Strong knowledge of annuities and investment products.
Excellent communication and organizational skills.
Proficient in CRM software (Redtail, Salesforce, etc.).
A problem-solver with a client-first mindset.
Ability to work well both independently and as part of a team.

Responsibilities

Manage client inquiries and transactions related to annuities and investments.
Handle client communications, including calls, emails, and in-person drop-ins.
Prepare accurate account summaries and required documentation.
Ensure compliance with financial regulations in all transactions.
Efficiently manage multiple service requests daily.
Utilize CRM tools such as Redtail, Salesforce, or similar for client account management.