Client Service Specialist

Overview:

An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable, growing Independent Advisory & Financial Services company. The primary responsibility of this position is to engage prospects and manage their application submission through account transfer requirements. This position will depend heavily upon a positive attitude, solid work ethic and keen attention to detail.

What you will do:

• Client appointment preparations for new application submissions
• Be client liaison through new account process
• Resolve any issues regarding new accounts, transfers, or amendments
• Keep CRM updated with each interaction and status of requirement
• Work independently and proactively to meet personal business goals
• Track and report weekly and/or monthly progress

Experience you will bring:

• Relevant bachelor’s degree or equivalent combination of education and experience
• Proven experience with completing and processing paperwork
• Excellent customer service focus
• Top-notch verbal and interpersonal skills
• Outstanding communication and ability to learn quickly

Bonus Points:

• Skilled with technology
• Ability to prioritize day-to-day tasks and issues
• Operate with a proactive approach
• Experience working in a fast-paced environment
• Self-starter with an energetic and friendly attitude

What you will get:

• Amazing benefits including medical, dental, vision and 401(k) (with matching options)
• Generous PTO package
• Continuous personal and professional development opportunities
• Participation in charitable giving events
• A team approach working each day toward our motto: “Do the right thing, for the right reason, at the right time.”

Who We Are:

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients’ financial futures so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here — as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.