Funds Transfer and Client Services Specialist

Funds Transfer and Client Service Associate

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily basis. If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Loveland, CO. is seeking to add a Client Service & Transfer Specialist to our Team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description

The purpose of this position is to prepare onboarding paperwork and transfers for new client acquisition. Service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.

Minimum Requirements:

• Financial Industry experience required
• 2 years working alongside a Financial Advisor in a fast-paced office environment
• Securities and insurance licensed preferred or willing to obtain within 90 days
• Experience with MS Office Suite and the ability to learn new software quickly
• 3 years in mortgage processing encouraged to apply

This position requires that you possess the following skills:

• Must have strong organizational skills
• Must possess excellent communication both written and verbal
• Must pay attention to detail and accuracy
• Must possess a proactive management style and consistent follow-through.

Responsibilities/Tasks:

This Client Service & Transfer Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Prepare and review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings
• Assist in setting client appointments for Advisor
• Assist with New Business processing

Office Administration:

Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:

• Act as a phone back-up to other office personnel for phone coverage
• Help to keep database up to date and accurate.

*Opportunity for professional growth based on performance and experience towards a servicing advisor role.