What are the responsibilities and job description for the Client Service Specialist position at Meridian Financial Advisors LLC?
Job Description Job Description As a Client Service Specialist, you will be a member of a small team of high-performing professionals, committed to strategic growth of the firm, career growth of all team members and exceptional client service in an environment that promotes a work life balance. We value our employees and offer the opportunity to advance within the firm while providing mentorship to new employees joining our team.In this role you will work alongside our Client Service / Paraplanner to support and collaborate with advisors to help deliver comprehensive financial planning and Fee Only investment management to our clients. Your role includes enhancing and deepening client relationships by fostering trust and satisfaction in a professional and caring environment.Responsibilities :
- Primary point of contact for clients
- Support in administrative, technical, and client relationship matters
- Answer phone along with other administrative tasks
- Assist in managing office calendar, notes, and tasks
- Manage account openings, transfers and account maintenance
- Work with Schwab and other third parties to resolve issues and ensure accurate processing
- Assist in gathering and organizing client data necessary to develop financial plans
- Prepare for client meetings and assist with follow up implementation items
- Assist clients with inquiries and requests or re-direct as appropriate
- Manage set up and maintenance of online client portal
- Utilize our CRM database to track all workflow and client information
- Track and follow through with open client and advisor tasks
- Compliance tasks as needed
- Maintain strict confidentiality and adherence to industry rules and regulations
- Additional responsibilities as neededKnowledge, Skills, Education and Experience
- Bachelor’s Degree in a related field
- Experience in finance or business is preferred
- Strong computer skills especially in Word and Excel
- Knowledge and willingness to learn Redtail (CRM software)
- Ability to work independently, establish priorities, and manage multiple requests in a fast-paced environment
- Excellent verbal and written communication skills
- Team player, collaborative, able to work with and through others
- Warm and friendly personality
- Excellent problem-solving skills
- Highly organized and detail oriented
- Adaptable, Accepting, and CaringMeridian Financial Advisors is an independent registered investment advisory firm offering comprehensive, holistic fee-only financial planning to clients. Our passion is to assist our clients in making sound financial decisions that are in harmony with their goals, values, and dreams so they can live their ideal life and have peace around their money. We are held to a fiduciary standard that places the interest of our clients above our own. We believe in a healthy and balanced lifestyle for clients and employees of the firm. As part of our team, you will have the opportunity to help manage and shape the future of our firm.Company Description We have been working with individuals and families to maximize their financial life since 1993. We directly impact our client's lives in many positive ways. We are a boutique planning firm providing one on one advice and service. Company Description We have been working with individuals and families to maximize their financial life since 1993. We directly impact our client's lives in many positive ways. We are a boutique planning firm providing one on one advice and service.