Client Service Specialist

ClariVise Private Wealth; Atlanta (GA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) plan

Job summary

Bluespring Wealth Partners is seeking a personable Client Service Specialist to support our Private Wealth Advisors by handling paperwork, coordinating client inquiries, and ensuring smooth daily operations in Atlanta.

You will develop strong client relationships, manage data on client accounts, and participate in weekly operations calls. A Bachelor's degree and excellent MS Office skills are required.

Qualifications

• Bachelor's degree required.
• Experience in the financial services industry a plus.
• Strong communication and organizational abilities.

Responsibilities

• Handles front end paperwork for new accounts (investments, insurance etc.).
• Communicates with clients and manages workflow independently.
• Manages annual IRA required distributions for clients.
• Maintains and updates the asset and insurance practice tracker weekly.
• Supports proactive client service items and process improvements with weekly operations calls.
• Heavy customer service contact.
• Answers questions for new or existing clients.

Skills

Advanced computer skills

Excellent communication

Time management

Relationship building

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Job description

ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for a Client Service Specialist. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional manner. Your role is critical in appropriately leveraging our Private Wealth Advisors' time by assisting with paperwork, cashiering and other client service tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Handles front end paperwork for new accounts (investments, insurance etc.)
• Communicates with clients and manages the work flow of this business independently
• Handles annual IRA required distributions for clients
• Owns and updates the data on our asset and insurance practice tracker each week
• Helps with proactive client service items and process driven improvements with weekly operations call with all operations staff.
• Heavy customer service contact
• Assisting in answering questions, for new or existing clients

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Advanced computer skills (Outlook, Word, Excel (can maintain complex spreadsheets) and PowerPoint) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control

EDUCATION AND/OR EXPERIENCE:

• Bachelor's degree required
• Experience in the financial services industry a positive add

BENEFITS:

• Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.