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

Piedmont

Primary Care- Nurse Practitioner/ Physician Assistant- Augusta Job at Piedmont

 ...Piedmont Healthcare, please click the Current Employee button above to submit your application. Primary Care- Nurse Practitioner/ Physician Assistant- Augusta Description Advanced Practice Practitioner - Primary Care Outpatient Piedmont Healthcare is recruiting... 

Sysco

Warehouse Order Selector Job at Sysco

IMMEDIATELY HIRING Warehouse Order Selectors**NO EXPERIENCE REQUIRED**Hiring immediatelyEarn up to $18.00 per hour including base, overtime, and incentivesIndustry-leading total rewards packageOn-the-job training with career growth opportunitiesNo college degree or... 

Medical Services of America

Registered Nurse Home Health Job at Medical Services of America

 ...Join a Team Where Care Meets Independence Registered Nurse Home Health | Tazewell, VA Employment Type: Full-Time Hourly Range: $34.00 $38.00 At MSA Home Health & Hospice, part of the Medical Services of America family, we believe that healing happens best... 

Ventures Unlimited Inc

AS400 Synon Engineer Job at Ventures Unlimited Inc

 ...opportunities to fine-tune and optimize applications. Participate in Agile/Scrum development process. Lead team in an onshore/offshore model Work in a team focused on continuous integration, improvement and learning Contribute to developing the technology... 

Cheyenne Regional Medical Center

Registered Nurse Job at Cheyenne Regional Medical Center

 ...A Day in the Life of a Registered Nurse: The Registered Nurse assesses, plans, implements...  ...into patient chart. Develops and reviews and revises a plan of care, including a discharge...  ...a patients condition Ability to utilize critical thinking to formulate plan of care...