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

Dellbrook | JKS

Project Manager Job at Dellbrook | JKS

 ...Represent the company with Owner(s), Architects, Consultants, Government Authorities, Vendors and Subcontractors. Administer all financial...  .... Provide documentation as necessary. Maintain close relations with subcontractors, including early notification of submittal... 

Hospice of the Western Reserve

Pediatric Home Care Registered Nurse (RN) Job at Hospice of the Western Reserve

 ...INTEGRITY. SERVICE. STEWARDSHIP . We have a passion for purpose driven work! Do you? JOIN OUR FAMILY! Provide palliative nursing care and support to pediatric patients and families WHAT YOU WILL DO: Assess physical, psychosocial and spiritual needs of the... 

SNI Companies

Front Desk Receptionist Job at SNI Companies

 ...This is a part-time (2-3 days/week) worked onsite in Reisterstown Key Responsibilities Greet and welcome visitors, clients, and vendors in a professional and courteous manner Answer, screen, and direct incoming phone calls Serve as the main point of contact... 

Korn Ferry

President - Multifamily Property Management Operations Job at Korn Ferry

 ...policies and procedures Responsible for compliance with Fair Housing, Non-Discrimination and housing legislation Ensure lease agreements...  ...: ~10+ years of managing a portfolio of 10,000+ units in affordable housing or a mix of Affordable and Class A / B market-rate... 

Mystic Valley Regional Charter School

K-8th Grade Special Education Teacher Job at Mystic Valley Regional Charter School

 ...Job Description: The special education teacher is responsible for a caseload of students on IEPs and 504s; providing students with services outlined in their plans and ensuring the proper implementation of IEPs and 504s Responsibilities : Provide direct and indirect...