Client Service Specialist - Howard Bailey Financial : Job Details

Howard Bailey Financial, Inc., a growing retirement planning firm with a focus on helping people establish financial freedom through meaning and purpose, is seeking an intrinsically motivated and talented Client Service Specialist to help shape the future of our company.

We are not like other investment advisory companies. We grow people who grow people and that means investing in excellence, and we value collaboration with colleagues instead of competition with colleagues.

At Howard Bailey Financial, our Client Services Team is motivated, humble, and receptive to coaching and feedback. We are looking for a Client Service Specialist to join the team that will process financial cases for our clients. This specialist will assist our Advisory team in the timely preparation of accurate reports and data ahead of a client retirement plan review. This role requires a high aptitude for quality balanced with productivity.

Essential Duties and Responsibilities

Note: The list below is non-exhaustive and subject to change.

If hired for this role, you will…

• Complete important client applications and transfer paperwork
• Communicate with clients
• Work closely with Senior and Associate Financial Advisors
• Prioritize day-to-day tasks and issues
• Be articulate and professional in spoken communication with a client and internal stakeholder audience.

Education and Experience

• Bachelor's Degree preferred, but not required
• Experience in the financial industry is preferred, but not required

Knowledge, Skills, and Abilities

A variety of knowledge, skills and abilities are useful in this position. You aren't expected to excel in all the listed areas, but the ideal candidate will excel or be considered above average in a majority of them and will be willing to learn or grow in the areas that are lacking.

The ideal candidate will …

• Be highly personable and resilient.
• Possess organizational and project management skills.
• Have a high aptitude for problem-solving and meticulous attention to detail.
• Be an excellent communicator.
• Desire to work as a team with a result-driven approach.
• Be proficient in MS Office Suite and Investment Advisory software solutions – CRM, client reporting, custodial, and carrier applications.

Company Benefits

• Fully sponsored health and dental insurance for the employee
• 401k with company match
• Generous quarterly vacation and personal days
• Wellness Program
• Paid Holidays

Working at Howard Bailey

Howard Bailey's mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our team of Advisors, Associate Advisors, and professionals from our Client Services, Impressions, Operations, and Marketing teams strive to deliver the very best experience in pre-retirement and retirement planning. Through education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country secure their financial futures. Our commitment to our mission, purpose, and core values is what makes the continued growth of Howard Bailey possible.

Howard Bailey is a growing firm with offices in Fort Wayne, Mishawaka, Brownsburg, and Carmel, Indiana; and Perrysburg, Ohio. We also serve clients across the United States virtually.