Senior Client Service Specialist

Senior Client Service Specialist

Are you looking for an opportunity to support a team while utilizing superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you. Our dynamic, fast-paced financial planning firm in Wethersfield, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise.

Responsibilities/Tasks:

This Senior Client Service Specialist will be expected to act as a senior member on our Client Service team. The Senior Client Service Specialist will be a resource for other members of the team by staying up to date with processes, company guidelines and current information that affects the Client Service role. The Senior Specialist also builds relationships with prospects and clients and helps prepare the Financial Advisor for Client appointments.

Other daily, weekly, and/or monthly tasks may include:

Receive incoming client service calls in a friendly manner

Provide support and assist in problem-solving with the Specialist team

Complete service requests and resolve client issues

Coordinate and follow up on each client transfer

Review applications prior to submission

Prepare client review summary for upcoming appointments

Submit and follow through with new business processing

Assist in training of new employees

Requirements for this Position:

A team player that must be flexible, enthusiastic and possess an energetic personality

Financial Industry experience

College Degree or equivalent experience

5 + years working in the financial industry. Experience must include direct customer service and processing paperwork.

Prior support of a Financial Advisor in a fast-paced office environment is a plus

Life Insurance licensed and Series 65 license preferred

Knowledge of MS Office Suite and the ability to learn new software quickly

Strong organizational skills

Excellent written and verbal communication skills