Client Service Representative

Conservative Financial Solutions; Harrison (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Conservative Financial Solutions in Harrison, OH, is seeking a Client Service Representative to service an existing client base and support the Advisor in preparing for client meetings.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced financial office. Associates degree and financial industry experience are preferred, with opportunities to obtain securities licenses during tenure.

Qualifications

• Associates Degree preferred.
• Financial Industry experience required.
• 2+ years working alongside a Financial Advisor in a fast-paced office environment.
• Securities and insurance licensed preferred or willing to obtain during tenure.
• Experience with MS Office Suite and the ability to learn new software quickly.

Responsibilities

• Receive incoming client service calls in a friendly manner.
• Complete each service request and resolve client issues.
• Input notes into CRM and keep updated.
• Coordinate and follow up on each client transfer.
• Prepare client review summary for upcoming appointments.
• Maintain professional communication with clients and staff.
• Assist with Client update reports and mailings.
• Assist in setting client appointments for Advisor.

Skills

Client service

CRM

MS Office

Relationship building

Organizational skills

Attention to detail

Education

Associates degree

Tools

MS Office Suite

Job description

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Harrison, Ohio, is seeking to add a Client Service Representative to our Team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.

• Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment
• Securities and insurance licensed preferred or willing to obtain during tenure
• Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

• Strong organizational skills
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through

Responsibilities/Tasks:

This 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 service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings
• Assist in setting client appointments for Advisor