Client Service Specialist

REAP Financial; Austin (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

REAP Financial Group in Northwest Austin is seeking a Client Service Specialist to ensure smooth day-to-day operations and superior client service. You will handle new business applications, client calls, CRM updates, and appointment preparation, supporting Advisors with reviews and reports.

Ideal candidates have 3+ years with a Financial Advisor, with Texas licenses preferred and MacOS proficiency. The role is office-based, with a Monday–Friday 9am–5pm schedule.

Qualifications

• Prior experience in the financial industry.
• 3+ years working with a Financial Advisor in a fast-paced office.
• Licenses (Texas Life Insurance & Securities) preferred.
• Proficiency with MacOS.
• Highly efficient with strong execution.
• Strong customer-service orientation.

Responsibilities

• Process and submit new business applications.
• Order and stock marketing brochures and applications.
• Answer incoming client service calls in a friendly manner.
• Follow-up on client service work and account status changes.
• Update CRM and account summaries for new business and service.
• Maintain organized, compliant filing system.
• Assist Advisors with pre-appointment prep and client reports.
• Gather account values for client reviews and upcoming appointments.
• Support client communications and mailings for Advisors.
• Assist with client events and educational workshops.

Skills

People-centric

Get things done

Proactive prioritization

Multitasking

Tools

MacOS

Job description

REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most”. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

As a Client Service Specialist you will perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.

What You’ll Do:

• Complete & process new business applications
• Order & stock new business applications and marketing brochures
• Receive incoming client service calls in a friendly, warm manner
• Process & follow-up on client service work
• Update & review database/CRM to reflect account status regarding new business and/or service
• Maintain an organized, compliant, and efficient filing system
• Follow-up on pending business and contact individual client with updates
• Assist Advisor(s) with pre-appointment preparation
• Gather account values and complete client review summary for upcoming appointments
• Manage the new business submitted and new business issued in reporting tool
• Assist Advisor(s) with client reports and mailings
• Assist Advisor(s) with educational workshops & client events as needed
• Act as phone back-up to other office personnel for phone coverage
• Maintain current Advisor’s licenses and appointments with agencies and companies

What We’re Looking For:

• Prior experience working in financial industry
• 3+ years working alongside a Financial Advisor in a fast-paced office environment
• Texas Life Insurance & Securities License(s) preferred
• Proficiency in MacOS
• Highly efficient, i.e. ,doesn’t get bogged down with details
• People-Centric, i.e., open while displaying strong people acumen
• Strong get-it-done attitude that moves things along quickly
• Zero procrastination, i.e. ,doesn’t linger over projects but drive them to completion
• Able to move between projects while prioritizing the most important ones first
• Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time
• Extremely flexible, i.e. ,able to switchgears and lanes with ease
• Strong ownership of projects with the ability to let things go when necessary

What You’ll Get:

• $45K-$60K/year based on experience

Schedule:

• In office: Monday – Friday, 9am-5pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com