Advisor Talent Solutions · 2 days ago
Client Service Specialist - Green, OH
Green, OH
Full-time
Onsite
Entry Level
$45K/yr - $50K/yr
1+ years expIntegrated Wealth Management in Green, OH is seeking a Client Service Specialist to join their team. The role involves providing outstanding support to clients, ensuring smooth daily operations, and building long-term relationships in the financial services sector.
AdviceConsultingStaffing Agency
Responsibilities
Receive incoming client service calls in a friendly, warm manner
Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
Complete and process new business applications
Complete and process client service work
Maintain database to reflect account status regarding account service or new business
Submit any additional client contributions to appropriate account
Accurately document client interactions and conversation details in the database
Resolve any issues regarding new accounts, transfers or amendment
Prepare all new accounts for delivery and schedule delivery meeting with the client
Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
Support advisors with pre-appointment preparation by gathering required materials and forms
Generate accurate and detailed monthly reports highlighting key metrics
Qualification
Required
1+ years' experience in the financial industry
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Embraces change and adapts quickly to evolving processes
Preferred
Bachelor's Degree
Previous experience in the banking industry is a plus!
Benefits
Firm paid medical and dental insurance for the employee
401(k) with 3% employer contribution
PTO
Firm paid incentive trip
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase