Client Services Specialist

Harwood Financial Group
Tampa, FL
Apr 05, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe

Job Description

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? Are you driven, self-motivated and customer focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, then we would like to talk to you! Our growing financial services firm in the Tampa Bay area is seeking to add a Client Service Specialist 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. There is room to grow in this position for the right individual.

Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls and appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery. This position also serves a vital role in assisting with on-boarding new clients to the firm.

Minimum Requirements:
• Bachelor Degree preferred
• Financial Industry experience
• 3 + years working alongside a financial advisor in a fast-paced office environment
• Securities and insurance licensed preferred, but will substitute for experience, MUST OBTAIN LICENSE within 1 year
• Experience with MS Office, Redtail CRM, Emoney

This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication both written and verbal
• Attention to detail and accuracy
• Ability to work within in a team

This Client Service Specialist 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/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with New Business processing

Competitive salary plus opportunity for bonuses, 401(k) and PTO program

Company Description
We are one of the fastest growing independent advisory firms in the Tampa Bay area and we have several positions to fill. We are looking for success-oriented team members that possess good people skills and are team players. We have several positions to fill and will pay a competitive base salary, bonuses based on personal and team performance, 401(k) with 3% match, paid vacation/PTO and more. We are a great organization and are looking for friendly, assertive and knowledgeable individuals that want to join a winning team.

Tampa, FL


Tue, 4 Apr 2017 16:29:11 PDT