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

Sika

Buyer/Planner Job at Sika

 ...the development and production of systems and products for commercial and residential construction, as well as the transportation, marine, automotive, and renewable energy manufacturing industries. Sika has subsidiaries in 102 countries around the world and, in over... 

Net2Source (N2S)

Facets tester Job at Net2Source (N2S)

 ...experience in Facets application Claims Billing Membership Provider Excellent analytical and communication skills Strong team leading experience from onsite including onsite offshore coordination Good stakeholder management skills including reporting skills... 

Academy of Motion Picture Arts and Sciences

Security Officer Job at Academy of Motion Picture Arts and Sciences

 ...English language. Ability to work overtime and late hours on short notice. Available to work non-traditional schedule, including nights and weekends. Must pass a written exam. A commitment to diversity, equity, accessibility, and inclusion. Physical... 

Stoneridge at Centerra

Housekeeper/Laundry Aide Job at Stoneridge at Centerra

 ...Employee Assistance Program Our community is looking for a Housekeeper to join our team. Housekeeper Responsibilities:...  ...Responsible for collecting, cleaning and redistributing the community laundry. Responsible for maintaining the commercial laundry in a... 

One World Global Services

Spanish:Interpreter Venezuela Job at One World Global Services

 ...Job Title: Remote Interpreter vietnamese to English We are seeking a highly skilled remote interpreter to facilitate communication between Vietnamese and English speakers. This role is crucial in ensuring clear and accurate communication. The ideal candidate must...