Client Service Representative

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

Join to apply for the Client Service Representative role at Slagle Financial

This range is provided by Slagle Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay Range

$45,000.00/yr - $55,000.00/yr

About the Role

Our growing financial service firm in Fort Walton Beach, FL is seeking a Client Service Representative to serve the existing client base with service requests, beneficiary changes, incoming client service calls, database management, and preparation of client appointment materials.

Key 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 and the ability to learn new software quickly
• CRM experience

Responsibilities

• Assisting clients with overall maintenance of annuity accounts
• Handling non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc.
• Filing death claims for deceased clients
• Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claims
• Keeping databases updated with closed accounts, portfolio values, and general information
• Helping clients with online registrations for accessing accounts via Orien or directly through the company website
• Responding to incoming and outgoing client inquiries by phone and email
• Running annual RMD report for eligible clients; ensuring required distributions are taken
• Acting as liaison between clients and financial advisors when needed
• Meeting with clients if necessary
• Preparing balance sheet, completion, and appointment prep documents
• Assigning tasks provided by advisor dictations to staff

Administrative / Miscellaneous

• Attend educational seminars and client events
• Assist in training and development
• Back up for client operations specialist
• Ensure all scheduled appointments are readily prepared for each financial advisor
• Database maintenance

Hours

• M-F 9am-5pm
• Medical Insurance
• Vision Insurance
• Short-Term Disability
• Long-Term Disability
• Basic Life Insurance
• 401(k)
• PTO
• $45,000-$55,000

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance

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