Client Service Associate - Financial Services (Growth & Impact)

Slagle Financial; Fort Walton Beach (FL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Basic Life Insurance

401(k)

PTO

Job summary

A financial services firm in Fort Walton Beach, FL is seeking a Client Service Representative to support clients with various requests and maintain account databases. Ideal candidates will have strong organizational and communication skills, with a preference for financial industry experience. The role involves managing client inquiries, filing claims, and preparing necessary documentation. This full-time position offers a salary range of $45,000 to $55,000 annually.

Responsibilities

• Assisting clients with overall maintenance of annuity accounts.
• Handling non-financial changes, RMDs, withdrawal requests, etc.
• Filing death claims for deceased clients.
• Obtaining and completing necessary paperwork from clients.
• Keeping databases updated with closed accounts and portfolio values.
• Helping clients with online registrations for accessing accounts.
• Responding to client inquiries by phone and email.
• Running annual RMD report for eligible clients.
• Acting as liaison between clients and financial advisors.
• Meeting with clients if necessary.
• Preparing balance sheet and appointment prep documents.
• Assigning tasks from advisor dictations to staff.

Skills

Strong organizational skills

Attention to detail and accuracy

Proactive management style and consistent follow-through

Active Listening and Decision Making

Financial Industry experience preferred

Experience with MS Office Suite

CRM experience

Job description

A financial services firm in Fort Walton Beach, FL is seeking a Client Service Representative to support clients with various requests and maintain account databases. Ideal candidates will have strong organizational and communication skills, with a preference for financial industry experience. The role involves managing client inquiries, filing claims, and preparing necessary documentation. This full-time position offers a salary range of $45,000 to $55,000 annually.