What are the responsibilities and job description for the Client Services Specialist position at ASC Financial Group?
Are you passionate about delivering exceptional client experiences and seeking a role where your skills can make a significant impact? ASC Financial Group, a retirement planning and wealth management leader, is looking for a dedicated Client Service Specialist to join our dynamic team in Bartonsville, PA.
Why This Opportunity Is Perfect for You:
- Client-Centric Role: Engage directly with clients, addressing their inquiries and ensuring their financial needs are met with precision and care.
- Professional Growth: Collaborate with experienced financial advisors, gaining insights and knowledge that will propel your career forward.
- Impactful Work: Play a pivotal role in helping clients secure their financial futures, contributing to their peace of mind and well-being.
What You Bring to the Table:
- Experience: At least 3–5 years in client service within the financial services industry.
- Skills: Proficiency in Microsoft Office Suite; experience with CRM systems is a plus.
- Licensing: Series 65 License is advantageous but not mandatory.
- Attributes: Exceptional communication skills, attention to detail, and a proactive mindset.
Your Role Will Involve:
- Maintaining proactive communication with clients via phone, email, and in-person meetings.
- Preparing and reviewing client documentation to ensure accuracy and compliance.
- Acting as a liaison between clients and financial advisors, facilitating seamless interactions.
- Managing client records and generating insightful reports to support financial planning.
Why Choose ASC Financial Group:
At ASC Financial Group, we are committed to helping our clients achieve financial security through personalized strategies. Our team is dedicated to excellence, and we value the contributions of each member. This role offers a competitive salary, comprehensive benefits, and the chance to be part of a firm making a real difference in people's lives.
If you're ready to take the next step in your career and be part of a team that values your expertise and passion for client service, we encourage you to apply today.
Location: 3355 Route 611, Suite 5, Bartonsville, PA 18321
Position Type: Full-Time, In-Office
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
- No nights
- No weekends
Supplemental Pay:
- Bonus opportunities
Experience:
- Microsoft Office: 1 year (Required)
- Financial services: 1 year (Required)
Ability to Commute:
- Bartonsville, PA 18321 (Required)
Work Location: In person
Salary : $40,000 - $55,000
