Carlson Financial ยท 5 days ago
Client Service Specialist
Glen Allen, VA
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrCarlson Financial is a growing financial services firm seeking a Client Service Specialist to join their team. The role focuses on supporting clients with their retirement plans, handling account servicing requests, and preparing for client reviews.
ConsultingFinancial ServicesWealth Management
Responsibilities
Review applications for accuracy and adherence to the financial plan prior to submission
Complete client service requests and resolve client issues
Coordinate and follow up on each client account or funds-transfer
Receive incoming client service calls in a friendly, professional manner
Maintain thorough notes and accurate client database records
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Set client appointments for the Financial Advisor
Participation in marketing events as necessary
Occasionally assist in on-boarding new clients
Qualification
Required
Strong organizational skills
Excellent verbal and written communication skills
Attention to detail and accuracy
Proactive management style
Consistent follow-through
Preferred
Experience working in Wealth or Asset Management
Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path
Skilled with MS Office Suite, advanced Excel skills, and the ability to learn new software quickly
Benefits
Generous benefits programs
Company
Carlson Financial
Carlson Financial offers income, investment, insurance, income tax, and inheritance planning services.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Theresa Muller
Chief Compliance Officer
Company data provided by crunchbase