Vacancy expired!
Client Account Specialist for a growing, thriving, and fun Financial Planning Firm Starting ASAP! Amazing attention to detail and financial industry experience is a must! Growth opportunities available.
Solomon Financial Group has an immediate opening for a Client Account Specialist. This is for those individuals that truly love to work with paperwork and checklists, that have a genuine care and love to serve people, and realize the importance of going the extra mile. This is not a "pushing paperwork" situation, this is making a significant impact on the people walking through our door and helping us position ourselves as the best thing since sliced bread (as it relates to their retirement)!
Position requires employee to perform industry specific tasks such as Life Insurance, Annuity and Fidelity application submissions along with account transfers follow-up, client service work including beneficiary, changes/withdrawals/RMDs, incoming client service calls, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.
Skills required:
Highly organized with strong follow-through
Process driven while completing tasks
Ability to prioritize day-to-day tasks, issues and projects
Resourceful in problem resolution
Great phone skills and ability to build trust with clients
Operate with a proactive approach when dealing with advisers and clients
Experience working in a fast-paced environment
Demonstrates persistence to achieve quality
Working knowledge of computers and software
Not adverse to change and Ability to learn quickly
Minimum 1 year financial industry experience
Enjoy completing and processing paperwork
Not required, but desired:
Prior ACAT experience
Immediate 2 weeks of PTO, 10 paid holidays (including your birthday), 401(k), flexibility and bonus structure on benchmarks.
If you love people and have a positive attitude, We can't wait to make you part of our amazing team!
email resume and cover letter
Principals only. Recruiters, please don't contact this job poster.
do NOT contact us with unsolicited services or offers
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Vacancy expired!