What are the responsibilities and job description for the Client Service Specialist position at Carlson Financial?
Are you looking for an opportunity to work in financial services? Are you driven, self-motivated, and client-focused? If you value developing long-term client relationships, constantly challenging yourself, and providing superior support, then we would like to talk to you. Our growing financial services firm is seeking to add a Client Service Specialist to our team in Richmond, VA.
The culture at Carlson Financial is much more than just getting work done. We have a clear vision supported by accessible and unbiased leadership. We encourage honest feedback from employees and treat them as our greatest strength which is reinforced through our generous benefits programs. Our focus on the client promotes a fun work environment where we regularly celebrate our partnership.
As a CSS with Carlson Financial, you’ll be working with a team that puts the client first in implementing their retirement plan. Your priorities will include : 1) Aiding clients as they come on board by opening investment accounts and providing support in annuity and life insurance evaluations, 2) Servicing existing clients with account servicing requests including beneficiary changes / withdrawals, index annuity reallocations, incoming client service calls, and database management, and 3) Preparing for client reviews by updating client account summaries and prepping the Financial Advisor for review meetings.
Preferred Requirements
- Experience working in Wealth or Asset Management
- Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path
- Skilled with MS Office Suite, advanced Excel skills, and the ability to learn new software quickly
A successful candidate will possess
Essential Functions / Position Responsibilities
Position Type : Full-Time
Location : In-Office Glen Allen, VA
Salary Range : $55,000 - $65,000
Salary : $55,000 - $65,000