CLIENT SERVICE SPECIALIST

Finaltllc; Spokane (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

Finaltllc in Spokane, WA seeks a Client Service Specialist to oversee the workload of assistants and lead staff training, ensuring excellent service for clients in person and by phone.

You will establish rapport with clients, screen calls to route account maintenance or portfolio inquiries, and prepare appointments and reviews.

You will process new business and maintenance requests and continually learn the office tools such as OnceHub, Wealthscape, Salesforce, and Quik!Forms.

Qualifications

• Experience supervising assistants or a small team.
• Strong client service and communication skills.
• Ability to screen calls and route to appropriate teams.
• Willingness to self-educate on financial tools and programs.

Responsibilities

• Prepare client appointments/account reviews (reports & forms).
• Process new business and checks (paper and DocuSign formats).
• Receive and process client account maintenance requests such as RMDs, Withdrawals, Journals, SRA’s, Beneficiary.
• Pend all Account Openings, TOAs, PIPs, SWP’s, RMDs, including Case Maintenance, electronic files, blotters.

Skills

Staff supervision

Client service

Communication

Problem solving

Time management

Tools

OnceHub

ReadyDoc

Wealthscape

Salesforce

Quik!Forms

Office Suite

Job description

This position is responsible for overseeing the workload of other assistants, in addition to staff training. A Client Service Specialist will establish a rapport with clients both in person and over the telephone. Clients must feel just as comfortable speaking with Client Service Specialist as they are with the financial advisor when necessary. When clients call into the office, calls will be screened to determine whether it’s an account maintenance call or pertaining to their investment portfolio. If there is a maintenance request, the client will be directed to a Client Service Specialist.

Key Responsibilities:

• Prepare client appointments/account reviews (reports & forms)
• Process new business and checks (paper and DocuSign formats)
• Receive and process client account maintenance requests such as RMD’s, Withdrawals, Journals, SRA’s, Beneficiary
• Pend all Account Openings, TOA’s, PIP’s, SWP’s, RMD’s, (this includes Case Maintenance, electronic files, blotters, as well)
• Field phone calls when needed for client requests, questions, and problem solving
• Continual self-education of necessary tools and programs our office uses (OnceHub, ReadyDoc, Wealthscape, Salesforce, Quik!Forms, Office Suite, etc.)