Client Service Specialist

KENNEBEC VALLEY CHAMBER-CMMRC; Waterville (ME); On-site; USD 45,000 - 58,000; Full time

Job summary

A regional financial services firm in Waterville, Maine, is seeking a Client Service Specialist to assist clients with the administrative aspects of significant financial transitions like retirement. The ideal candidate should have at least two years of experience in a support or administrative role within the financial services sector. Key responsibilities include assisting clients with asset transfers and preparing essential reports. Strong organizational skills and attention to detail are crucial for success in this role.

Qualifications

• Minimum of two years in a support, sales or administrative role in financial services.
• Excellent organizational and communication skills are essential.
• High attention to detail is required.

Responsibilities

• Assist clients with transferring assets and accounts.
• Prepare internal and client-facing reports.
• Support client service team with administrative tasks.

Skills

Organizational skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Job description

Job Summary

We are seeking a dedicated and detail-oriented Client Service Specialist to join our dynamic team. The Client Service Specialist is responsible for guiding prospects and clients through the administrative aspects of big financial transitions, such as retirement. Tasks include form generation, moving money, and processing rollovers and account transfers. The CSS may also be responsible for preparing internal and/or client facing reports.

Duties

• Assist new and existing clients with transferring new assets and accounts; this may include occasional conference calls to initiate retirement plan rollovers
• Assist beneficiaries with administrative aspects of inheritance upon client death
• Existing account paperwork such as beneficiary forms, journal requests, authorized signer updates, etc.
• Enter requests for cash contributions or withdrawals
• Preparing internal and external reports
• Stay current with back office documentation requirements
• Participate in firmwide projects that impact large numbers of accounts and/or households
• Support client service team with miscellaneous administrative work as needed

Qualifications

• Preference given to candidates with a minimum of two years in a support, sales or administrative role in financial services environment, with consideration given to other service industry experience
• Excellent organizational and communication skills
• High attention to detail
• Proficiency in Microsoft Office preferred (Excel, PowerPoint, etc.)

Office Hours

8:30 to 5:00 Monday - Thursday
8:30 to 4:00 Friday