What are the responsibilities and job description for the Client Service Specialist position at Prairie Hills Financial Group?
1) Provide client relationship support that includes:
- Managing, gathering, and analyzing client data
- Helping prepare financial plans and client deliverables
- Working with clients to resolve issues
2) Design & Execute client service projects for individual PHFG clients, generally resulting from an interaction between a PHFG Financial Advisor and his/her client. Such projects can include one, or any multiple combination, of the following individual tasks:
- Trades & money movement
- Preparation, assembly & mailing of written communications, and forms
- Receiving, Scanning, and depositing client checks into financial accounts
- Tracking, receiving, filing, storing of incoming information from clients
- Updating client files and planning software with new information
- Drafting emails, letters, and other client communications on behalf of PHFG Advisors for review
- Drafting and/or executing text messages to clients through the Hearsay app
- Scheduling calls, meetings, activities & tasks for PHFG Financial Advisors
- Conducting calls and other communications directly with clients
- Preparing materials for meetings
3) Communicate effectively with both PHFG Financial Advisors and support staff in order to provide the best level of service for PHFG clients
All duties and responsibilities should be handled compliantly and according to PHFG processes.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Wichita, KS 67206 (Required)
Ability to Relocate:
- Wichita, KS 67206: Relocate before starting work (Preferred)
Work Location: In person
