Client Care Specialist Job at Financial Concepts - Mississippi, Jackson, MS

dCtPeXU4OWt0RXhTMUhIeml6S25CdW5tNVE9PQ==
  • Financial Concepts - Mississippi
  • Jackson, MS

Job Description

Our Client Care Specialists help clients all day, every day, and they have fun along the way. Money is one of those big worries in life; you help take the worry and complexity away in this position. Because of this, we believe that you will find our Client Care Specialist position to be both meaningful and rewarding.

As a Client Care Specialist, you will get to know our extended family…our clients….and their families. You help implement plans for our clients to educate their children, buy homes and vehicles, and retire! Most of the time, we are helping in the most fun stages of life. But sometimes we touch people by caring and helping through illness or death in their families. We make sure money is the last thing on our families’ minds when going through joy or sorrow. Our Client Care Team is warm and social. They are comfortable dealing with people. They are self-confident and responsible. They are curious, creative, and truthful. But most of all, they are resourceful.

While we can teach the details about investments, financial planning, and money, we can’t teach compassion, kindness, and caring. A person will excel in this position if they  love to help . Honor and confidentiality are essential. Learning is a must because strategies and tools change often. Persistence and tenacity on behalf of our clients are welcome. Teamwork is critical. Communicating to simplify is critical. Listening is vital. Problem-solving is required. Computer skills are assumed. Documentation is a must.

Client Care can be a lifelong career or a bridge to other positions.

Responsibilities:

  • Handle a wide variety of strategies daily…helping clients implement their financial plan, including taking direction from the advisors to process transactions.
  • Keep Detailed Complete Notes. The littlest detail is often the biggest.
  • Follow through to completion.
  • Provide support in filing, preparation of correspondence, reports, etc.
  • Prepares client paperwork
  • Must be able to follow company procedures and document when the process is complete.
  • Point out inefficiencies and suggest alternatives.

Skills & Proficiencies:

  • Professionalism
  • Investment and planning knowledge is welcome but not required.
  • Desire to learn and grow your competency.
  • Hard-working and enjoy challenges.
  • Communication, especially listening and taking notes.
  • Patience
  • Must be able to provide clear instructions and explain financial situations for clients to understand

Job Type: Full-time

Pay: From $37,500.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Compensation Package:

  • Bonus opportunities

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • Bachelor's (Preferred)

Experience:

  • office/business environment: 1 year (Preferred)

Language:

  • English (Required)

Work Location: In person

Job Tags

Full time, Flexible hours, Shift work, Monday to Friday,

Similar Jobs

DYNE Hospitality Group

Tropical Smoothie Cafe - Team Member (TX046) Job at DYNE Hospitality Group

Location: 760 Airport Fwy Suite 400 Hurst TX 76054 Work Week : Flexible hours are available! Able to work starting at 5:00 AM or until midnight if required, based on caf hours and availability. Welcome to the DYNE Hospitality Group (Tropical Smoothie Caf...

ResourceOne International

Assistant Dean of Nursing Job at ResourceOne International

 ...Overview Assistant Dean of Nursing Salary 120K-140K We are seeking a driven and experienced individual to join our team as the Assistant Dean of Nursing. This role is pivotal in supporting the Dean in the oversight of instructional and management duties associated... 

Hornet Staffing, Inc, a GEE Group company

Data Entry Specialist Job at Hornet Staffing, Inc, a GEE Group company

Data Entry Specialist Immediate opening for Global Transportation organization Onsite Fullerton area Great part-time PM shift role 20-25 hours per week/College students welcome Monday to Friday 6PM to 10PM OR 8am-12pm OR 12pm-4pm $20-21.00 per hour Transportation... 

Nelson Lumber & Home Inc

Kitchen and Bath Salesperson Job at Nelson Lumber & Home Inc

Be an Owner, Not Just an Employee Join Our Team in Hayward! Help Wanted: Kitchen Cabinet / Bath / Flooring Specialist The Floor to Ceiling Store Hayward, WI The Floor to Ceiling Store in beautiful Hayward, WI is growing, and were looking for a full-time Kitchen...

Amantine

Fashion Boutique Assistant & Early-Team Hire (Amantine Boutique) Job at Amantine

 ...Company Overview Amantine is a French-inspired online womens boutique known for romantic silhouettes, thoughtful detailing, and timeless femininity. We design and curate collections that evoke beauty, confidence, and effortless elegance. Were entering a significant...