Client Service Professional - Prowealth Financial : Job Details

Client Service Specialist

Future Growth Personally and Professionally. If you are looking to invest in your future and put the effort into your future we are a great fit.

We are a financial company looking for a Client Services Specialist and ParaPlanner position. Under limited supervision This person acts as the first point of contact for existing and potential clients . A warm and friendly reception combined with a working knowledge of where to source solutions is an important characteristic for this professional. We are looking for a client service oriented team player who is a detail oriented professional with proven organizational skills, able to manage time efficiently and can multi-task. Who's proven written and verbal skills instill confidence from the team and our clients. This vital support role will enhance the client experience by servicing clients and providing operational and administrative support to our team in their daily business practices.

This person will help with the following items:

Building relationships with our clients and providing excellent customer service

Coordinating schedules and appointments

Dictates notes and enters them into CRM

Fulfill client transactional information and service needs

Enters data into systems which includes account maintenance, disbursements,

Processes new accounts and paperwork

Coordinates and manages client events

Handles outgoing customer mail, incoming mail & imaging customer paperwork

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies

Monitors phone calls, schedule call backs

Monitors emails

Runs monthly birthday & anniversary card mailings

A good understanding of Microsoft Office

Knowledge and Skills:

Preferred Series 6,7 and 66

Industry licenses are not required but helpful

Ability to multitask and handle stress

Strong Focus on getting the details correct

Professionally focused to help grow the firm

Google Docs, Word, Spreadsheets

Please send us your resume with an explanation on why you would be a good hire for our firm.

Background check and fingerprinting necessary.

Job Type: Full-time

Job Type: Full-time

Pay: $42,000.00 - $72,000.00 per year

Benefits:

401(k)

Paid time off

Schedule:

Monday to Friday

Application Question(s):

What is your expected Salary?

Education:

Bachelor's (Preferred)

Experience:

Wealth management: 3 years (Required)

License/Certification:

Series 7 (Preferred)

Work Location: In person

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