What are the responsibilities and job description for the Financial Client Service Specialist position at MASTOR Recruiting & Consulting?
Financial Client Service Specialist
An exciting opportunity has arisen for a skilled Financial Client Service Specialist to join our trusted financial planning team.
Daily Responsibilities:
- Provide exceptional support to clients, addressing their queries and concerns in a timely and professional manner.
- Serve as a key liaison between clients and custodians, ensuring seamless processes and advocating for client needs with diligence.
- Offer comprehensive administrative support to the firm, fostering a productive work environment.
Qualifications & Must-Haves:
- A minimum of 3 years of experience in operations, administrative support, or customer service within the financial services industry.
- Familiarity with investment and retirement account terminology, including the distinction between IRAs and Roth IRAs.
- In-depth knowledge of RMDs, including their meaning and purpose.
- Proficiency in Microsoft Office, CRM systems, and spreadsheet creation.
Why Join Our Team?
- We offer an excellent salary range, competitive with industry standards.
- A strong emphasis on work-life balance, allowing you to maintain a healthy equilibrium between your personal and professional life.
- Only one meeting per week ensures minimal disruptions to your schedule.
- Lunch is provided, promoting a nourishing work environment.
About Us:
We are a respected company dedicated to providing top-notch financial planning services. If you possess a passion for delivering exceptional client experiences and share our commitment to excellence, we encourage you to explore this opportunity further.
