What are the responsibilities and job description for the Client Service Representative - New Business (Retirement Planning) position at Magellan Financial?
Join Our Team at Retire Simply: Now Hiring a Client Service Rep. at our Southlake, TX office!
About Retire Simply: At Retire Simply, we believe that retirement planning should be as effortless and enjoyable as the golden years it prepares for. We're dedicated to helping our clients navigate the complexities of retirement with tailored financial solutions. Our team is growing, and we're looking for a Client Onboarding Specialist who is passionate about making a real difference in our clients' lives.
Compensation: $50,000 - $60,000 Bonuses
What You'll Do: As a Client Service Rep. at Retire Simply, your primary role will be to ensure a seamless and supportive experience for our new clients from their first interaction with us. Here’s what you’ll be focusing on:
- New Client Onboarding: Manage new annuity applications, opening Fidelity accounts as well as Foundations.
- Client Transitions: Handle all aspects of account transfers, providing a smooth and reassuring presence for clients during a significant financial transition as well as tracking new money into the firm.
- Proactive Communication: Regularly update clients on the status of their accounts and reach out proactively during the onboarding process to establish a strong rapport and trust.
- Data Integrity: Perform precise data entry and maintain rigorous accuracy in Salesforce-CRM and other platforms, ensuring all client information is up-to-date and correct.
- Operational Excellence: Keep track of new business production numbers and contribute to continuous process improvement to enhance client satisfaction.
Who You Are: You are a detail-oriented professional with a knack for managing complex processes and a passion for delivering exceptional client service. You bring:
- Analytical Skills: Strong ability to dissect information, solve problems, and provide solutions.
- Communication Mastery: Excellent written and verbal skills to clearly and effectively communicate with clients and team members.
- Financial Knowledge: Deep understanding of financial products like equities, bonds, mutual funds, annuities, and insurance.
- Multi-tasking Skills: Excellent time management abilities, capable of handling multiple priorities under tight deadlines.
- Team Spirit: A collaborative attitude with a strong desire to contribute to team and company success.
Preferred Qualifications:
- Experience in investment operations support.
- Series 7 and/or Series 66 licenses (preferred - not required)
- Bachelor’s degree in a relevant field.
- Familiarity with Wealthscape-Fidelity and Salesforce-CRM systems.
- Proficiency in Microsoft Excel.
About Retire Simply: At Retire Simply, we believe that retirement planning should be as effortless and enjoyable as the golden years it prepares for. We're dedicated to helping our clients navigate the complexities of retirement with tailored financial solutions. Our team is growing, and we're looking for a Client Onboarding Specialist who is passionate about making a real difference in our clients' lives.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
Ability to Commute:
- Southlake, TX (Required)
Work Location: In person
Salary : $50,000 - $60,000
