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Merkle Retirement Planning · 3 weeks ago

Client Servicing Specialist

Grimes, IA

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $62K/yr

Merkle Retirement Planning is dedicated to helping families achieve their retirement visions. The Client Servicing Specialist plays a crucial role in supporting clients and ensuring their retirement plans are effectively managed.

AdviceFinancial ServicesRetirement

Responsibilities

Client Visit Preparation and Post-Visit Follow-Up: Prepare timely and accurate paperwork recommended by the Retirement Planner and Paraplanner before client visits and facilitate any post-visit transactions recommended by the Retirement Planner

Client Relationship Management: Build and nurture strong, lasting relationships with clients to gain a deep understanding of their retirement goals, needs, and aspirations. Provide personalized support and guidance to clients, offering insights and solutions tailored to their unique financial situations

Client Communication: Serve as the point of contact for client account servicing and the liaison between the client and third-party financial companies. Answer client requests and questions via phone calls, emails, and in-person interactions

Compliance: Ensure all procedures adhere to industry regulations and internal compliance standards. Maintain accurate records of client interactions and documentation

Cross-Team Collaboration: Collaborate with our Retirement Planners to resolve any issues

Specialized Expertise: Act as a subject matter expert on various retirement planning strategies, such as Social Security elections, Medicare, succession planning, etc

Team Support: Assist the Client Servicing Team in achieving shared goals and responsibilities

Qualification

Client Relationship ManagementComplianceSpecialized ExpertiseAttention to detailCustomer careCommitment to learningDependablePatientThoroughnessCommitment to excellenceCommunication