Client Servicing Specialist

Merkle Retirement Planning; Grimes (IA); On-site; USD 42,000 - 60,000; Full time

Job summary

Merkle Retirement Planning is seeking a Client Servicing Specialist to support families in turning retirement visions into actionable plans. You will serve as the bridge between Retirement Planners and clients, delivering exceptional service and helping navigate complex retirement strategies.

The role emphasizes accuracy, reliability, and ongoing professional development within a client-centric team. The position focuses on proactive client engagement, documentation, and collaboration with

Qualifications

• Strong commitment to excellence.
• Accurate and dependable performance.
• Thorough and detail-oriented work ethic.
• Superb customer care and support.
• Willingness to pursue Health and Life Insurance licensing.

Responsibilities

• Prepare paperwork before client visits and facilitate post-visit transactions.
• Build and nurture relationships to understand retirement goals and provide tailored guidance.
• Serve as primary contact for client accounts and liaise with third-party financial companies.
• Ensure procedures comply with regulations and maintain accurate records.
• Collaborate with Retirement Planners to resolve issues.
• Act as a subject matter expert on retirement planning strategies (e.g., Social Security, Medicare).
• Support the Client Servicing Team to achieve shared goals.

Skills

Excellence

Accuracy

Dependability

Thoroughness

Customer care

Professional development

Licensing (Health & Life)

Job description

The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keep their retirement plans on track. Serving as a vital link between the Retirement Planners and clients, the Client Servicing Specialist is entrusted with the responsibility of delivering exceptional customer interactions that address clients' immediate needs and cultivate enduring trust.

In this vital position, the Client Servicing Specialist is a strategic partner in transforming clients' retirement dreams into tangible plans. They provide essential support, guidance, and a personalized touch that ensures Merkle Retirement Planning's clients' financial journeys are seamless and deeply meaningful.

• Client Visit Preparation and Post-Visit Follow-Up: Prepare timely and accurate paperwork recommended by the Retirement Planner and Paraplanner before client visits and facilitate any post-visit transactions recommended by the Retirement Planner.
• Client Relationship Management: Build and nurture strong, lasting relationships with clients to gain a deep understanding of their retirement goals, needs, and aspirations. Provide personalized support and guidance to clients, offering insights and solutions tailored to their unique financial situations.
• Client Communication: Serve as the point of contact for client account servicing and the liaison between the client and third-party financial companies. Answer client requests and questions via phone calls, emails, and in-person interactions.
• Compliance: Ensure all procedures adhere to industry regulations and internal compliance standards. Maintain accurate records of client interactions and documentation.
• Cross-Team Collaboration: Collaborate with our Retirement Planners to resolve any issues.
• Specialized Expertise: Act as a subject matter expert on various retirement planning strategies, such as Social Security elections, Medicare, succession planning, etc.
• Team Support: Assist the Client Servicing Team in achieving shared goals and responsibilities.

Required Qualities & Skills for the Client Servicing Specialist Position

• Commitment to excellence
• Accurate
• Dependable
• Thoroughness
• Superb customer care and support
• Commitment to learning and professional development
• Willingness to take additional licensing requirements - Health and Life Insurance licensing