What are the responsibilities and job description for the Financial Services Specialist position at Dale A. Frank Financial Group?
About Us:
The Dale A. Frank Financial Group is a fast-paced financial firm located in Sunderland, MA. We are seeking a Client Service Administrator to join our team and contribute to the growth of our business.
Job Description:
The Client Service Administrator will be responsible for servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Requirements:
To be successful in this role, you will need to have strong organizational skills, excellent communication; written and verbal, attention to detail and accuracy, proactive management style and consistent follow-through. Additionally, you will need to have experience working in a fast-paced office environment, preferably in the financial industry. You will also need to have experience with MS Office Suite and the ability to learn new software quickly.
Responsibilities:
This role will require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks, including:
The Dale A. Frank Financial Group is a fast-paced financial firm located in Sunderland, MA. We are seeking a Client Service Administrator to join our team and contribute to the growth of our business.
Job Description:
The Client Service Administrator will be responsible for servicing the existing client base with all service requests, including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation.
Requirements:
To be successful in this role, you will need to have strong organizational skills, excellent communication; written and verbal, attention to detail and accuracy, proactive management style and consistent follow-through. Additionally, you will need to have experience working in a fast-paced office environment, preferably in the financial industry. You will also need to have experience with MS Office Suite and the ability to learn new software quickly.
Responsibilities:
This role will require the ability to build relationships with prospects and clients, prepare for client appointments, and complete various daily, weekly, and monthly tasks, including:
- Complete each service request and resolve client issues
- Prepare/print client review statements for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Set appointments with clients and prospects, assist with calendar management
- Database management
- Assist with various marketing objectives, attend evening dinner seminars and workshops
- Answer phones and greet clients in a friendly, positive, and warm manner
- Complete and process all applications for business submitted by Advisor
