Client Service Specialist
REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most”. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
The position requires employee to perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Client Service Specialist Job Description:
· Complete & process new business applications
· Order & stock new business applications and marketing brochures
· Receive incoming client service calls in a friendly, warm manner
· Process & follow-up on client service work
· Update & review database/CRM to reflect account status regarding new business and/or service
· Maintain an organized, compliant, and efficient filing system
· Follow-up on pending business and contact individual client with updates
· Assist Advisor(s) with pre-appointment preparation
· Gather account values and complete client review summary for upcoming appointments
· Manage the new business submitted and new business issued in reporting tool
· Assist Advisor(s) with client reports and mailings
· Assist Advisor(s) with educational workshops & client events as needed
· Act as phone back-up to other office personnel for phone coverage
· Maintain current Advisor’s licenses and appointments with agencies and companies
Minimum Requirements:
· Prior experience working in financial industry
· 3+ years working alongside a Financial Advisor in a fast-paced office environment
· Texas Life Insurance & Securities License(s) preferred
· Proficiency in MacOS
Required Behaviors and Motivators:
· Excels in identifying problems quickly
· Highly efficient, i.e., doesn’t get bogged down with details
· People-Centric, i.e., open while displaying strong people acumen
· Strong get-it-done attitude that moves things along quickly
· Zero procrastination, i.e., doesn’t linger over projects but drive them to completion
· Able to move between projects while prioritizing the most important ones first
· Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time
· Extremely flexible, i.e., able to switch gears and lanes with ease
· Strong ownership of projects with the ability to let things go when necessary
Misc:
· $45K-$60K Compensation depends on previous experience
· Hours: Monday – Friday, 9am-5pm
