What are the responsibilities and job description for the Client service specialist position at Pence Financial Group?
Job description
Do you desire to be part of a nation-wide company that has a family business environment? If so, Pence Financial Group is the place for you.
As a Client Service Specialist, you will be the primary contact person for the team. Your objective is to ensure all parties have a positive experience as you service client accounts and provide support to our advisors and their team.
Attention to detail and a professional demeanor are imperative to success. As you succeed in your primary duties and excel at articulating the values and principles of our firm, your role will continue to expand.
You will assist in performing the daily operational functions of an extremely fast-paced office environment, as well as managing client relationships on the firm level.
Time management, versatility and adaptability in a constantly evolving and high-pressure environment are imperative.
Responsibilities :
- Direct client contact answer questions about accounts, etc.
- Coordinate all schedule logistics for prospects & clients as they meet with advisors
- Prepare and process new account paperwork
- Process service requests for clients
- Prepare correspondence
- Maintain client files
- Conduct client outreach
- Prepare / process paperwork, service requests, and back-office support as needed
- Work with team to ensure client experience
- Complete various projects and administrative functions, as assigned
- Thorough follow-thru on all tasks assigned
- Assist with client events, as needed
- Ability to travel to assist other locations, as needed
- Other duties as assigned
Required Qualifications :
- Financial services experience; LPL preferred
- Outstanding organizational and time management skills
- Ability to proactively assess situations and work / think independently
- Experience working with a Customer Relationship Management (CRM) system preferably SalesForce
- Excellent phone skills
- Computer literate
- College degree or equivalent experience preferred
- Military experience a plus
Full time in office position located in Alexandria, VA
Hours are 8 : 30 AM 5 : 00 PM Monday-Friday
Last updated : 2024-11-18
