Client Service Representative

Company: Integrity Wealth Consultants

Location: Utica, Michigan

Hours: Part-Time (20 to 30 hours per week)

ABOUT US:

Integrity Wealth Consultants is a well-established and reputable financial services firm dedicated to providing exceptional wealth management solutions to our clients. With a commitment to excellence and a focus on compliance, we have earned the trust of our clients over the years. We are currently seeking a dynamic and experienced Client Service Specialist to join our team and play a pivotal role in maintaining the efficient operation of our office.

POSITION OVERVIEW:

This position is responsible for the efficient day-to-day operation of the office. Handle phone inquiries, manage appointments, process paperwork, and ensure compliance with industry regulations. Acting as a liaison with the broker-dealer, facilitate the submission of necessary documents and information. Additionally, provide crucial support to financial advisors and staff, assisting with administrative tasks and maintaining financial records. With a keen eye for detail and a commitment to exceptional customer service, create a professional and compliant office environment, ultimately contributing to the firm's success. Manage office supplies and equipment, handle financial record-keeping, and adapt to changing priorities while maintaining a welcoming and efficient office atmosphere.

RESPONSIBILITIES:

• Supervise and coordinate office staff's activities.
• Possess an in-depth understanding of each staff member's role and fill in when necessary.
• Track and ensure the completeness of pending client paperwork, with weekly follow-ups on outstanding transactions.
• Process all forms and checks promptly and submit them within one business day.
• Provide administrative support to clients, including maintaining updated contact records, organized client files, and correspondence.
• Generate reports for client review meetings, assign follow-up tasks, and schedule meetings.
• Manage and resolve client service issues.
• Proactively communicate task statuses, issues, and deadlines to advisors and staff.
• Coordinate staff meetings, monitor action items, and relay relevant information.
• Coordinate workflow of advisors and manage priorities.
• Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors.
• Manage advisors' licensing requirements and oversee primary Branch Compliance.
• Monitor and order office supplies/postage
• Create and regularly (annually) update an office procedural manual
• Other duties, as required

KNOWLEDGE/SKILLS/COMPETENCIES:

• Highest degree of integrity and confidentiality.
• Demonstrated success supervising and managing an office.
• Self-starter with ability to work independently.
• Demonstrated ability to prioritize a complex workload and meet deadlines.
• High attention to detail and able to handle multiple tasks.
• Ability to effectively interact with people across all levels of the business.
• Enjoy interacting with people face-to-face and over the telephone.
• Exceptional customer service skills and ability to work under time sensitive pressures
• Sophisticated organizational skills/experience with both manual and a variety of electronic records including calendars, appointments, events, client contact records, images, etc.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Strong writing skills.
• Knowledge of financial planning terms and concepts is a plus.
• Prior experience in the financial advisory field is a plus.
• Experience working with National Financial Services (NFS) processes and forms is a plus.

CHARACTER TRAITS:

Honesty, Integrity, Friendly, Alertness, Attentiveness, Decisiveness, Diligence, Discretion, Flexibility, Initiative, Orderliness, Persuasiveness, Responsibility, Thoroughness, and Tolerance

Job Type: Part-time

Pay: $22.00 - $30.00 per hour

Expected hours: 20 – 30 per week

Application Question(s):

• Are you willing to undergo fingerprinting and a background check?
• Are you detailed oriented?
• Do you thrive working independently?

Education:

• High school or equivalent (Required)

Language:

• English (Required)

Ability to Commute:

• Utica, MI 48317 (Required)

Work Location: In person

Salary : $22 - $30