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

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