Client Services Representative

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Our fast-paced and growing financial firm, Beacon Capital Management in (Franklin, TN) is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to work with Financial Advisor(s) to onboard new clients as well as service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Associate degree preferred
• Financial Industry experience required
• Series 65 (must be willing to obtain within 90 days)
• 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities:

This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Complete and process all applications for business submitted by Advisor
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
• Work independently with Financial Advisor(s) and help other CSA’s as needed

Salary:

• $50,000-$55,000

Benefits:

• Health Insurance
• PTO
• 401K Match

Hours:

• Monday-Thursday: 8:30 am -5:00 pm
• Friday: 8:30 am – 4:00 pm

Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!