Client Service Representative jobs in United States
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LKJ Financial · 1 day ago

Client Service Representative

positionHouston, TX
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$60K/yr - $70K/yr
date5+ years exp

LKJ Financial is a fast-growing financial planning firm in Houston, TX, that prides itself on delivering an outstanding client experience. The Client Service Representative will own the new business and onboarding workflow, ensuring all client applications, transfers, and account setups move forward cleanly and efficiently.

ConsultingEmployee BenefitsFinancial ServicesRetirementWealth Management

Responsibilities

Prepare and submit new account applications and transfer paperwork, ensuring accuracy and good order
Monitor pending business daily and proactively follow up with carriers, custodians, and transfer companies
Troubleshoot “Not in Good Order” issues and resolve them quickly
Keep trackers and our CRM updated so advisors and the team always have current information
Provide timely updates and serve as a reliable point of contact for clients throughout the process
Coordinate signatures through DocuSign and assist clients with basic technical questions
Handle incoming service calls related to new business and support handoffs between advisors and operations
Identify workflow bottlenecks and recommend improvements when needed
Support compliance requirements related to documentation and recordkeeping
Additional duties and responsibilities as required by management

Qualification

Financial paperwork processingSecurities paperwork understandingExcel proficiencyRedtail CRM experienceProcess-mindedClient-first mindsetClear communication skillsAttention to detailCollaborate

Required

5+ years of experience in processing new business paperwork in a financial office
Strong understanding of securities paperwork, annuity and life insurance paperwork, transfers, and processing
Familiarity with brokerage, advisory, life insurance, and tax-qualified vs non-qualified accounts
Excel proficiency and strong overall computer skills
Clear, concise verbal and written communication skills
Ability to work independently and anticipate next steps
High attention to detail and accuracy
Strong follow-through and a commitment to finishing tasks without loose ends
Process-minded, able to follow and improve workflows
Ability to juggle multiple cases without dropping details
Ability to work with important paperwork and troubleshoot when needed
Client-first mindset with warm, professional communication
Ability to collaborate with advisors and operational teammates in a fast-moving environment

Preferred

Redtail CRM experience preferred

Benefits

Group medical, dental and vision insurance with the firm paying a portion of the premiums
Group life insurance, firm pays 100% of the premium
Group long and short-term disability, firm pays 100% of the premium
401(k) with employer match
Profit-Sharing eligibility
Competitive PTO
Flex time program
Paid Holidays

Company

LKJ Financial

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LKJ Financial is a wealth management firm that provides investment management, legacy, tax, estate, and financial planning services.
dateFounded in 1975
location
Houston, Texas, USA
people-size2-10 employees
web-link
https://lkjfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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Lynne James
Founder & Managing Partner
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Company data provided by crunchbase