Service Specialist

Objective

The Service Specialist is a critical part of Endurance Capital’s high-performance team, supporting the financial advisor by ensuring seamless client service, account management, and operational efficiency. This role is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced, remote environment. The Service Specialist will work directly with clients, financial institutions, and internal teams to maintain the highest level of service and operational excellence.

Key Responsibilities

Client Service & Account Management

· Open and maintain client accounts and assist with account modifications.

· Serve as the primary point of contact for client inquiries via phone, email, and virtual meetings.

· Coordinate and schedule client meetings efficiently based on advisor availability.

· Guide clients through Investor 360 and other digital tools, troubleshooting as needed.

Operational Support

• Facilitate account transfers, deposits, and investment contributions, including backdoor Roth contributions.
• Manage the paperwork lifecycle—preparing, processing, and tracking documents for timely execution.
• Scan, upload, and maintain client records within the Commonwealth CRM system.
• Deposit client checks via mobile deposit or FedEx.
• Ensure compliance with all regulatory requirements and maintain strict client confidentiality.

Strategic & Administrative Support

• Assist in retirement plan review scheduling for business clients.
• Run and analyze financial reports to ensure CRM data integrity and account balancing (e.g., Asset Allocation, Closed Accounts).
• Enhance marketing efforts, including executing campaigns, processing mail merges, and coordinating outreach.

Qualifications & Skills

Required

· Exceptional customer service orientation with a professional and personable approach.

· Ability to work independently and collaboratively within a highly structured, remote team environment.

· Strong time management skills with the ability to prioritize and meet deadlines.

· Proficiency in Microsoft Office Suite, especially Excel for report generation.

· Strong verbal and written communication skills for client interactions and internal reporting.

Preferred

· Prior experience in investments, wealth management, or financial services.

· Associate’s degree in business, finance, or a related field.

· Familiarity with financial CRMs (e.g., Commonwealth) and document management systems.

· Interest in process improvement and workflow automation to enhance efficiency.

Work Schedule & Expectations

• Full-time role (40 hours per week), typically Monday–Friday, 8 AM – 5 PM CST.
• Occasional evening or weekend work may be required based on deadlines and client needs.
• Potential travel for team meetings, training, or conferences (minimal but possible).

Work Environment & Technology

• On-site position – based in Endurance Capital’s Pana office, located in the First National Bank of Pana. Must maintain a professional and client-ready workspace.
• Utilizes modern technology including cloud-based CRMs, Microsoft Teams, and financial software platforms.
• Adheres to strict client confidentiality and cybersecurity policies to protect client data.

Growth & Career Development

At Endurance Capital, we invest in our team’s growth. This role provides opportunities to:

· Develop expertise in financial services operations and client management.

· Contribute to workflow improvements and strategic business initiatives.

· Advance within the company as EC expands its advisor and client service team.

Compensation & Benefits

· Competitive salary based on experience

· 401k match and profit sharing (if full-time)

· Health benefits (if full-time)

· Paid time off (PTO) and company holidays

· Ongoing training & professional development opportunities

· Hybrid flexibility with structured team support

Job Type: Full-time

Pay: $36,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance

Shift:

• 8 hour shift
• Day shift

Work Location: In person

Salary : $36,000 - $60,000