What are the responsibilities and job description for the Financial Support Specialist position at Disability Solutions?
Position Overview : A growing financial advisory firm is seeking a highly organized and motivated Client Service and Operations Associate to join a dynamic team. This role involves supporting a variety of operational and administrative functions, working closely with clients to ensure their needs are met and maintaining smooth daily operations. The ideal candidate will have a background in client service and financial services, preferably in the insurance industry, and possess a strong work ethic and a client-first mindset.
Key Responsibilities :
- Respond to client inquiries via email and phone with professionalism and timeliness.
- Partner with the Broker Dealer to establish new accounts, maintain accounts, and ensure compliance.
- Manage general administrative tasks such as document management, client files, and record-keeping.
- Resolve client issues efficiently, including address changes, deposits and withdrawals, account openings, and assisting clients with online access.
- Maintain and update CRM databases, ensuring accurate client information is recorded.
- Support firm projects and workflows by maintaining software and internal processes.
- Protect client confidentiality by ensuring secure handling of personal and financial information.
- Provide superior customer service and communicate clearly with clients and co-workers at all times.
Qualifications :
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
