What are the responsibilities and job description for the Client Service Specialist position at REAP Financial?
Client Service Specialist
REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to “Empower families to reimagine what matters most”. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
The position requires employee to perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Client Service Specialist Job Description :
- Complete & process new business applications
- Order & stock new business applications and marketing brochures
- Receive incoming client service calls in a friendly, warm manner
- Process & follow-up on client service work
- Update & review database / CRM to reflect account status regarding new business and / or service
- Maintain an organized, compliant, and efficient filing system
- Follow-up on pending business and contact individual client with updates
- Assist Advisor(s) with pre-appointment preparation
- Gather account values and complete client review summary for upcoming appointments
- Manage the new business submitted and new business issued in reporting tool
- Assist Advisor(s) with client reports and mailings
- Assist Advisor(s) with educational workshops & client events as needed
- Act as phone back-up to other office personnel for phone coverage
- Maintain current Advisor’s licenses and appointments with agencies and companies
Minimum Requirements :
Required Behaviors and Motivators :
Misc :
Salary : $45,000 - $60,000