What are the responsibilities and job description for the Relationship Service Specialist position at Search Services?
Our West area investment client company is seeking to add a Relationship Service Specialist to their growing firm. The relationship between the clients and the service provided by our client is a high priority. They are looking for someone who can support the business with that commitment in mind. PRIMARY RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
- Provide ongoing service and operational support to branch office advisors and their partners
- Facilitate plan development and administration
- Gather client submitted financial documents/statements
- Organize relevant inputs
- Manage plan implementation
- Manage the Client Onboarding experience
- Prepare and process account opening paperwork
- Interact with clients throughout transition of accounts
- Identify, track, and follow up on outstanding items
- Serve as the primary point of contact for coordination of services (insurance, estate, tax, etc.)
- Update and maintain client data in relationship management and reporting systems
- Process client requests for transactions, distributions, and account maintenance
- Prepare plan/account updates for client meetings
- Respond to client inquiries on both operational and planning related topics
- Perform other service related or operational duties, as required
- 4 years of experience in a similar role required
- Grasp of financial services concepts including investments, retirement accounts, annuities & insurance, etc.
- Attention to detail, strong organizational skills, and thorough follow-up
- Ability to prioritize while working quickly and accurately
- Effective and concise communication skills
- Resourceful and proactive work style with strong sense of ownership
- Pleasant attitude and approachable demeanor
- Experience with SalesForce or other CRM preferred
- Proficient in Microsoft Office Suite and overall comfort with using technology
