Client Care Specialist

The Client Care Specialist is an executive assistant to the Advisor(s) and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the advisor and the client have agreed upon and serving all client needs. They will work closely with the Paraplanners, the Operations Team, and Carriers. They are the point of contact for Clients, and a liaison between Client and Advisor relations.

Responsibilities

-Support Advisors in serving clients.

-Maintain the Advisors’ calendars at all times.

-Oversee the booking of client appointments for Advisors.

-Oversee and manage all follow up with the Advisors, Paraplanners, Client Care Assistants, and/or clients for the next steps.

-Enter all information and notes into Junxure CRM regarding the client in a timely manner.

-Prepare for upcoming client appointments.

-Work with the Paraplanners and Client Care Assistants to have all file prep ready in a timely and thorough manner.

-Ensure that all files are complete and accurate for client meetings.

-Provide exceptional client care while receiving and responding to client requests.

-Open new client accounts, process account applications, and manage monetary transfers.

-Receive and respond to client service requests each day, and in a timely manner.

-Maintain client and document files both in hard copy and electronically, as defined by company policies.

-Produce weekly reporting to Advisors, and to the VP of Operations and the Operations Team as needed/requested.

-Participate in Operational meetings to report and to educate team about clients with open communication.

-Answer client care calls, returning voicemails and emails same day, if possible, or within 24 hours.

Qualifications:

Education:

Bachelor’s Degree preferred, but not required.

Series 65 encouraged.

Experience:

Three years of industry experience required.

Other:

-Must have and present a professional appearance, demeanor, and positive and friendly attitude.

-Must be exceptionally organized.

-Must be punctual.

-Must be capable add willing to be flexible in times of high stress.

-Must be willing and assertive in finding staff to assist in moments when personal work is all caught up.

-Must be able to take direction from leadership with a good attitude.

-Must be a self-starter and team player.

-Must be able to multi-task while paying careful attention to all details.

-Must be willing to help out wherever needed.

-Must be teachable and trainable and be willing to take direction.

-Must be sensitive, professional, and compassionate when interacting with clients and /or confidential client information.

-Must have excellent verbal and written skills.