What are the responsibilities and job description for the Client Services Specialist position at Strategies for Wealth Management?
Client Solutions Specialist
Strategies for Wealth Management | Shelton, CT
Full-time | $55,000–$65,000 a year | In-Person
About Us:
At Strategies for Wealth Management, our mission is simple — to help individuals and families build a Rock Solid Retirement Plan. We specialize in protecting, preserving, and growing our clients’ wealth while guiding them toward financial confidence. Our dedicated team works collaboratively, always striving to deliver outstanding service and customized financial solutions.
Position Summary:
We are seeking a proactive and organized Client Solutions Specialist to support our advisors and serve as a key point of contact for our clients. In this role, you’ll coordinate client communications, maintain office operations, and play a vital part in helping clients achieve their retirement goals.
What You’ll Do:
- Process new business applications and ensure accurate and timely submissions.
- Service existing clients by handling administrative needs, answering questions, and assisting with account updates.
- Schedule client review appointments, call clients to schedule review appointments and coordinate meetings on the sales team's calendar.
- Communicate with clients regarding administrative matters, appointment reminders, and required documentation.
- Projects as needed
What We’re Looking For:
- Health and Life Insurance License a plus
- 2 years financial acumen experience (Required)
- 3 years customer service experience (Required)
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
- Experience using CRM systems
- Strong organizational and time management skills
- Attention to detail, accuracy, and professionalism
- Excellent communication skills — both written and verbal
- A team player who thrives in a client-focused environment
Requirements:
- Associate's or Bachelor’s preferred
- Valid driver's license and reliable transportation
- Team Player
Benefits:
- Paid time off
- Health, Dental, Vision Insurance
- 401k
Work Location:
In-person at our Shelton, CT office.
Compensation:
$55,000 – $65,000 per year based on experience and qualifications.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $55,000 - $65,000