What are the responsibilities and job description for the Client Service Specialist position at Elite Income Advisors?
[Company Overview]
Elite Income Advisors (EliteIncomeAdvisors.com) is a dynamic independent wealth management and retirement planning firm headquartered in Ellicott City, Maryland. We prioritize creating comprehensive financial strategies that safeguard our clients' futures and enhance their wealth. Our team, a cohort of dedicated financial professionals, thrives in an environment of mutual support, collaboration, and continuous learning. As we embark on our next growth phase, we remain true to our vision of empowering clients to take charge of their financial futures.
[Role Summary]
We seek an ambitious, hard-working, and detail-oriented Client Services Representative. The ideal candidate will be instrumental in onboarding new clients, servicing existing clients, and ensuring seamless investment and insurance paperwork processing. This position offers a unique opportunity to join a passionate team where your contributions can directly enhance the client experience and overall firm growth.
[Primary Responsibilities]
- Assist in onboarding new clients by guiding them through the paperwork and establishing new accounts.
- Maintain a high level of service by responding to and resolving client inquiries efficiently.
- Process and submit investment and insurance paperwork in line with regulatory standards.
- Conduct follow-ups to ensure client satisfaction and gather feedback.
- Collaborate with the advisory team to meet client service needs.
[Required Qualifications]
- High school diploma or equivalent; Bachelor's degree preferred but not required.
- Previous experience in a customer service role within the financial services industry.
- Familiarity with investment or insurance paperwork.
- Excellent interpersonal, verbal, and written communication skills.
- Proven ability to prioritize tasks and manage time effectively.
[Preferred Qualifications]
- Experience with both investment and insurance paperwork.
- Knowledge of financial services and products.
- Proficiency with CRM systems.
- Excellent problem-solving skills and a customer-first approach.
Why Join Elite Income Advisors?
By joining Elite Income Advisors as a Client Services Representative, you will be part of a forward-thinking team that values innovation and continuous learning. We offer a competitive salary and benefits package, a supportive work environment, and ample opportunities for professional growth. Your contributions will directly impact the success of our clients' financial strategies, and you'll grow both personally and professionally.
If you're passionate about customer service and want to play a vital role in a growing firm, apply now. Let's redefine wealth management together.
Elite Income Advisors is an equal-opportunity employer. We believe in diversity and inclusivity and are committed to creating an environment that values the unique contributions of all our employees.
(This role requires the individual to be based in or near Ellicott City, MD.)
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Ellicott City, MD 21043: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $60,000
