Client Service Specialist

Company: Stephen M. Molesky & Associates, Inc.
Location: Ellicott City
Posted on: June 20, 2022

Job Description:

Client Service Specialist Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company. Description: Position Summary: Retirement Planning firm in the Ellicott City, MD area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter. Minimum Requirements

• Associates Degree preferred
• Financial industry experience preferred
• Experience with MS office suite and the ability to learn new software quickly
• Good writing skills Position Overview:The primary responsibility of this position is to provide support to Advisors by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support. Responsibilities/Tasks:The 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/or monthly tasks may include:
  • Receive incoming client calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes in CRM and keep updated
  • Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
  • Manage Advisors calendar, keep Advisor organized and prep for all client meetings
  • Assist with Client update reports and mailings
  • Attend seminars/workshops and follow up with the prospects from the seminars
  • Assist Advisors with follow up on Marketing Leads
  • Assist with new business processing
  • Work independently and proactively to meet personal business goals If you meet or exceed the expectations described above, please apply today! Presented by Advisor Employee ServicesThank you for your interest in the Office Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!

Keywords: Stephen M. Molesky & Associates, Inc., Ellicott City , Client Service Specialist, Other , Ellicott City, Maryland