Client Service Specialist

Job Summary

A Better Way Financial is a company that takes pride in showing people there are better ways to protect the funds they’ve saved for retirement, by utilizing our cutting-edge tax-savings and proprietary investment strategies. The Client Services Specialist role will support the onboarding and servicing of new and existing clients. This individual will be responsible for executing the operational processes for client onboarding & servicing as well as following through on all applications, underwriting, and service requests through superior organizational skills. This role supports the team by preparing all required paperwork for client and prospect meetings and processing new and existing application paperwork. This is a fantastic opportunity for a detail-oriented, self- motivated, individual to excel in a fast-paced, rewarding atmosphere.                                                                                                                                                                                                                                                                                                                               

Duties and Responsibilities

·    Complete financial e-applications; brokerage annuities, and life Insurance, for new and existing clients.

·    Function as the first point of contact for new clients, transfers, and client’s service-related requests.

·    Initiate, record, and track all funds from client’s current accounts through to their new accounts.

·    Track all applications, resolve applications that are not in good order (NIGO’s), and inform clients of the status of their transactions on a weekly basis.

·    Onboard clients’ accounts into money management software and financial software, specifically Charles Schwab.

·    Service existing clients by moving money, performing reallocations, processing Roth conversions, and processing Required Minimum Distributions (RMDs).

·    Meet with clients in-person and virtually to gather information for estate planning documents (Trusts, Wills, POAs)

·    Work with our third-party partner to review our client’s Home and Auto Insurance policies.

·    Prepare service documents and client review materials for the Financial Planners.

·    Build strong, trustworthy relationships with clients, carriers, and business partners.

·    Ensure data is accurately and completely entered and managed within the company’s CRM: Salesforce, and other tracking tools.

·    Work and communicate with the team regularly to review appointments and case statuses.

·    Sit in person and virtually with clients to explain how to log in and set up accounts for the company’s client-aggregation tools.

·    Meet in person with clients to ensure their personal information is up to date in our CRM.

·    Extensive phone calls with carriers and clients moving money, asking questions, etc. 

Qualifications

·      2 years minimum experience in a client service or processing specialist role with a financial services company or a similar role.

·      Must be naturally warm, friendly, and trustworthy.

·      Bachelor’s degree in a related field, a plus.

·      Experience using a CRM (ex. Salesforce, RedTail, etc., we use Salesforce), experience using the task feature preferred.

·      PA Life and Health License and Series 65 license, a plus.

·      Must be highly organized with exceptional attention to detail and follow-through skills.

·      Exceptional note-taking skills.

·      Excellent written and verbal communication and problem-solving skills.

·      Must be able to interact professionally with clients, internal departments, vendors, et al.

·      Ability to work in a fast-paced, high-volume environment, while responding to changing priorities, demands, and timelines.

·      Experience with Microsoft Office Suite, (Word, Excel, Microsoft Teams, OneNote) and DocuSign required

·      Must pass a background and fingerprint check.

Working Conditions

·    Onsite position

·    Some after normal business (evening) hours availability

·    Attend occasional client events.