About the Company - PeopleSolutionsNOW is conducting a talent search on behalf of Nexus Financial. MUST LIVE IN DALLAS.
Option for: Full Remote, Hybrid, Onsite.
Overview
At Nexus Advisors, LLC, we are passionate about delivering exceptional client experiences while supporting a high-performing team of financial professionals. We're seeking a detail-oriented and proactive Support Specialist to help manage the operations of new business processing and client service within our investment and insurance divisions. This individual will play a critical role in keeping our systems, client data, and communications running smoothly, efficiently, and professionally.
Primary Responsibilities
- New Business Processing
- Submit new applications (financial plans, insurance and investments) accurately and in good order (IGO)
- Complete forms and request signatures through digital platforms
- Track pending cases and follow up with vendors and clients
- Schedule insurance exams and handle related communications
- Confirm client transfers and investment allocations have posted correctly
- Client Service
- Respond and follow up expediently to client inquiries (distributions, beneficiary changes, address updates, RMDs, etc.)
- Coordinate delivery of tax forms and statements as needed
- Run review reports for periodic client review meetings
- Run in-force insurance policy reports
- Document client interactions in CRM and maintain organized electronic files
- Serve as a first point of contact for basic technical inquiries from clients regarding our client portal, document sharing, and other firm technologies
- Scheduling
- Proactively coordinate client review appointments
- Respond to other scheduling requests for the financial advisor
- CRM & Data Management
- Enter and maintain client records and business tasks in proprietary CRM
- Monitor and update tasks and workflows for team accountability
- Maintain tracking workflows for new business (business submitted, pending, next steps, etc.)
- Save documentation to client folders
- General Administration - light assistance with mail, phones and document management
Key Outcomes & Expectations
- New business applications submitted In Good Order
- Application follow-up and tracking completed within 2 business days
- CRM entries and task updates completed within 24 hours
- Year-end service goals (e.g., RMDs, tax delivery) executed by Q4 deadline
- Contribute to streamlined processes and an excellent team environment
Qualifications
- 5+ years in financial services
- Strong attention to detail and organizational skills
- Professional written and verbal communication
- Proficient in Microsoft Office Suite and CRM tools
- Ability to prioritize and meet deadlines in a fast-paced setting
Compensation & Benefits
- Competitive salary, commensurate with experience
- Health insurance (medical, dental, vision)
- SIMPLE IRA with employer contribution
- Paid time off, including holidays and vacation
- Group disability insurance
- Support for professional development and continuing education
About Nexus Advisors, LLC
Nexus Advisors strives to deeply understand each client's unique vision and values in order to implement innovative and meaningful financial solutions through our team of advisors.