What are the responsibilities and job description for the Senior Client Service Specialist position at Johnson Brunetti?
Senior Client Service Specialist
Are you looking for an opportunity to support a team while utilizing superior client service skills and working 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'd like to talk to you.
Our dynamic, fast-paced financial planning firm is seeking a highly skilled and motivated individual to join our team. As a Senior Client Service Specialist, you will be responsible for acting as a senior member on our Client Service team and building strong relationships with prospects and clients.
Responsibilities:
- Receive incoming client service calls in a friendly manner
- Provide support and assist in problem-solving with the Specialist team
- Complete service requests and resolve client issues
- Coordinate and follow up on each client transfer
- Review applications prior to submission
- Prepare client review summary for upcoming appointments
- Submit and follow through with new business processing
- Assist in training of new employees
Requirements:
- A team player who must be flexible, enthusiastic, and possess an energetic personality
- Financial Industry experience
- College Degree or equivalent experience
- 5 years working in the financial industry, including direct customer service and processing paperwork
- Prior support of a Financial Advisor in a fast-paced office environment is a plus
- Life Insurance licensed and Series 65 license preferred
- Knowledge of MS Office Suite and the ability to learn new software quickly
- Strong organizational skills
- Excellent written and verbal communication skills
