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Slagle Financial · 6 hours ago

Client Service Representative

Fort Walton Beach, FL

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $55K/yr

Slagle Financial is a multi-state firm dedicated to helping clients win in retirement through personalized financial planning. They are seeking a Client Service Representative to service their existing client base, manage service requests, and assist financial advisors in preparing for client meetings.

AdviceFinancial ServicesInsurance

Responsibilities

Assisting clients with overall maintenance of annuity accounts

Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc

Filing death claims for deceased clients

Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim

Keeping databases updated with closed accounts, portfolio values, and general information

Helping clients with online registrations for accessing accounts via Orien or directly through company website

Respond to incoming and outgoing client inquiries by phone and email requests

Running annual RMD report for eligible clients; ensuring required distributions are taken

Act as liaison between clients and financial advisors when needed

Meeting with clients if necessary

Assign task provided by advisor dictations to staff

Attend educational seminars and client events

Assist in training and development

Back Up for client operations specialist

Ensure all scheduled appointments are readily prepared for each financial advisor

Database maintenance

Qualification

Organizational skillsCommunication skillsAttention to detailCRM experienceMS Office SuiteFinancial Industry experienceProactive managementActive ListeningDecision Making