Location: Prospect, Kentucky
About Us: The Gleason Group provides financial planning, wealth management, and lifestyle services focused on improving the lives of our clients. Our ultimate goal is to help our clients make better financial decisions and live happy, fulfilled lives free from worry about money. We're straightforward, completely committed and love what we do.
Position Summary: We're looking for a highly organized, detail-oriented team player with strong interpersonal skills and the ability to take ownership and respond to client needs seamlessly and effectively without supervision. The Client Service Specialist is a Gg first responder and administrative guru impacting all phases of our client experience. In this role you will be a lead member of a dynamic team in a collaborative, client-focused environment.
Our ideal candidate is a highly organized and energetic self starter. A quick learner who takes complete ownership of their work and sees things through. Fully accountable, obsessive about the details and love to go above and beyond to help others.
What Makes this Opportunity Awesome- First and foremost you're a client advocate and problem solver, working to make sure client needs are met as painlessly and seamlessly as possible
- Managing incoming client phone calls, greet clients for in-office visits
- Managing office calendars for the team by scheduling client reviews, booking conference rooms and be proficient with Ringcentral/Zoom/TEAMS virtual meetings
- Preparing, submitting, and monitoring progress of client forms and correspondence
- Timely processing of money movement, ACH's, wires and other client requests
- Directing advanced client requests to the appropriate team members
- Maintaining Gg client relationship management and other firm related software
- Managing office supplies, inventory and appearance of open office spaces
- You will also have the opportunity to work on special projects and perform duties that may vary from what is listed above but are consistent with our overall advisory business.
Qualifications:- Education: Associate degree or higher is required
- Working (physically in our Louisville office) 40 hours a week is required
- Professional client service experience is preferred
- Financial services experience preferred
- Must be a highly dependable self starter and quick learner
- Extremely organized and methodical approach to task management
- Able to present a warm, personal and professional demeanor
- Proven consistency providing timely, accurate, and friendly client communications
- Keen attention to detail with an emphasis on speed and accuracy
- Critical thinking and proactive problem-solving skills
- High proficiency in prioritizing workflow
- Advanced time management skills
- Proficient in Microsoft Office products
- Desire and willingness to obtain other relevant industry certifications
- Willing to invest considerable time into technical financial learning.
Key Employment Benefits- Unique office setting and culture.
- Exciting, fast growing, fast-paced environment.
- No travel required.
- Consistent 8:30am to 5pm in office work schedule.
- 6 weeks vacation/paid time off (includes sick days).
- Full suite of healthcare benefits offered.
- Gg pays 100% of healthcare premiums (employee only).
- 401k employer match of 5% of compensation.
- Opportunity for discretionary bonuses up to $7,500+ annually.
- Encourage and support additional educational opportunities.