Client Service Specialist

Naples, FL
United States

Category
Experience Required
Yes
Employment Type
Full-Time
Work Schedule
Full-Time

Job Description
Responsibilities:
  • Responsible for the day-to-day operations and administrative functions of the branch.
  • Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients.
  • Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants
  • Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
  • Adhere to all compliance/risk procedures and follow corporate and industry protocols.
  • Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.
  • Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
  • Participate in projects to improve processes and enhance the client experience
  • Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.

Requirements:

  • Excellent communication and computer skills, including MS Word, Excel, and Powerpoint.
  • Research and resolution of complex client inquiries via phone, cases, and chat
  • Excellent interpersonal and organizational skills; Strong attention to detail.
  • Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.
  • Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.
  • Must demonstrate a positive and professional image at all times.
  • 1-2 years of customer service and/or sales experience preferred.
  • Military education or experience may be considered in lieu of civilian requirements.