What are the responsibilities and job description for the Client Service Specialist position at Retire SMART Holdings, Inc.?
Join Our Dynamic Team as a Client Service Specialist!
Are you passionate about delivering exceptional client service and eager to work in a collaborative environment? Do you thrive on building lasting relationships, embracing new challenges, and providing top-notch administrative support? If so, we’d love to connect with you! Our expanding Independent Insurance & Financial Services firm is looking for a dedicated Client Service Specialist to join our team and contribute to our continued success.
What You’ll Do:
- Be the Client’s Advocate: Act as the primary point of contact for client inquiries, ensuring timely and accurate responses that exceed expectations.
- Coordinate with Precision: Schedule client appointments and orchestrate meetings with our financial advisors to optimize client interactions.
- Maintain Excellence: Assist with account maintenance tasks, including updating client information and beneficiary designations, to ensure our records are always accurate.
- Foster Collaboration: Work closely with internal teams to deliver seamless and exceptional client service.
Experience You’ll Bring:
- Analytical Acumen: Strong problem-solving skills and the ability to analyze and address client needs effectively.
- Team Player with Independence: A proven ability to collaborate within a team and excel independently.
- Exceptional Communication: Outstanding verbal and written communication skills that facilitate clear and effective interactions.
- Interpersonal Skills: Superior interpersonal abilities and a keen aptitude for rapid learning.
Bonus Points If You Have:
- Experience: 3 years in a client service role.
- Licensing: Life & Health License, Series 65, Notary
- Technical Know-How: Familiarity with Wealthbox CRM, Orion, Schwab/Fidelity, and MS Office Suite.
What You’ll Get:
- Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options).
- Generous PTO Package: Enjoy a balanced work-life schedule.
- Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.
- Charitable Giving Participation: Be a part of our commitment to making a difference in the community.
- Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”
Who We Are:
Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients’ financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.
Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.
If you’re ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
