Demo

Client Service Specialist

Johnson Brunetti Retirement & Investment Specialists
Wethersfield, CT Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 8/12/2025

Client Service Specialist

 

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfiled, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise!

 

Responsibilities/Tasks:

This Client Service Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and/or monthly tasks may include:

• Receive incoming client service calls in a friendly manner

• Complete each service request and resolve client issues

• Input notes into CRM and keep updated records

• Coordinate and follow up on each client transfer

• Review application prior to submission

• Prepare client review summary for upcoming appointments

• Assist with New Business processing


Requirements for this Position:

• A team player that must be flexible, enthusiastic and possess an energetic personality

• Financial Industry experience

• College Degree preferred

 •2 years working alongside a Financial Advisor in a fast-paced office environment

• Insurance licensed preferred

• Experience with MS Office Suite and the ability to learn new software quickly

• Strong organizational skills

• Excellent communication both written and verbal

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