Client Service Specialist - Wealth Management

Johnson Brunetti; Wethersfield (CT); Vor Ort; USD 50.000 - 65.000; Vollzeit

Zusammenfassung

Johnson Brunetti in Wethersfield, CT is seeking a Client Service Specialist to support high-net-worth clients in a wealth management setting. You will handle incoming service requests, coordinate transfers, and prepare reviews for upcoming appointments, while maintaining accurate CRM records.

The role emphasizes strong communication, organization, and teamwork within a fast-paced office alongside a Financial Advisor.

Qualifikationen

• College degree and financial industry experience preferred.
• 2+ years working alongside a Financial Advisor in a fast-paced office environment.
• Life Insurance license a plus.
• MS Office experience and ability to learn new software quickly; excellent written and verbal communication.

Aufgaben

• Receive incoming client service calls in a friendly manner.
• Complete each service request and resolve client issues.
• Input notes into CRM and keep updated records.
• Coordinate and follow up on each client transfer.
• Review application prior to submission.
• Prepare client review summary for upcoming appointments.
• Assist with New Business processing.

Kenntnisse

Team player

Flexible

Energetic personality

Excellent communication

MS Office proficiency

CRM software experience

Strong organizational skills

Ausbildung

College degree

Tools

MS Office Suite

CRM

Jobbeschreibung

Client Service Specialist - Wealth Management

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise!

Responsibilities/Tasks:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated records
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Assist with New Business processing

Requirements for this Position:

• A team player that must be flexible, enthusiastic and possess an energetic personality
• College degree and Financial Industry experience preferred
• 2 + years working alongside a Financial Advisor in a fast-paced office environment
• Life Insurance licensed a plus
• Experience with MS Office Suite and the ability to learn new software quickly
• Strong organizational skills
• Excellent communication both written and verbal