Client Service Specialist

Carlson Financial; Richmond (VA); Presencial; USD 45 000 - 60 000; Tempo integral

Resumo da oferta

Carlson Financial is seeking a Client Service Specialist in Richmond, VA to uphold a client-first approach within our growing wealth management team. You will support the onboarding of new clients, handle service requests, and assist with account servicing and reviews, ensuring accuracy and timely communication with clients and staff.

The role emphasizes strong organizational abilities, attention to detail, and proactive client support, with opportunities to engage in marketing events and

Qualificações

• Strong client-service orientation with a focus on wealth/asset management operations.
• Excellent verbal and written communication across client and staff
• Demonstrated organizational skills and attention to detail in financial services contexts

Responsabilidades

• Review applications for accuracy and alignment with the financial plan prior to submission.
• Complete client service requests and resolve client issues.
• Coordinate and follow up on each client account or funds-transfer.
• Receive and respond to client service calls in a friendly, professional manner.
• Prepare client review summaries for upcoming appointments and support the Financial Advisor.

Conhecimentos

Client service skills

Communication skills

Organizational skills

Attention to detail

Proactive management

Follow-through

Ferramentas

MS Office Suite

Excel

Descrição da oferta de emprego

Are you looking for an opportunity to work in financial services? Are you driven, self-motivated, and client-focused? If you value developing long-term client relationships, constantly challenging yourself, and providing superior support, then we would like to talk to you. Our growing financial services firm is seeking to add a Client Service Specialist to our team in Richmond, VA.

The culture at Carlson Financial is much more than just getting work done. We have a clear vision supported by accessible and unbiased leadership. We encourage honest feedback from employees and treat them as our greatest strength which is reinforced through our generous benefits programs. Our focus on the client promotes a fun work environment where we regularly celebrate our partnership.

As a Client Service Specialist with Carlson Financial, you’ll be working with a team that puts the client first in implementing their retirement plan. Your priorities will include: 1) Aiding clients as they come on board by opening investment accounts and providing support in annuity and life insurance evaluations, 2) Servicing existing clients with account servicing requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, and database management, and 3) Preparing for client reviews by updating client account summaries and prepping the Financial Advisor for review meetings.

Preferred Requirements

• Experience working in Wealth or Asset Management
• Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path
• Skilled with MS Office Suite, advanced Excel skills, and the ability to learn new software quickly

A successful candidate will possess * Strong organizational skills * Excellent verbal and written communication skills * Attention to detail and accuracy * Proactive management style * Consistent follow-through.

Essential Functions/Position Responsibilities

• Review applications for accuracy and adherence to the financial plan prior to submission
• Complete client service requests and resolve client issues
• Coordinate and follow up on each client account or funds-transfer
• Receive incoming client service calls in a friendly, professional manner
• Maintain thorough notes and accurate client database recordsPrepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Set client appointments for the Financial Advisor
• Participation in marketing events as necessary
• Occasionally assist in on-boarding new clients