Job description

Client Service Specialist

Description

Your primary role will be to support a team of Financial Advisors and help care for their clients. We are looking for someone who is team-oriented, great with details, and excited to get to know and build long-term relationships with our clients.

Preferred Resource Group – Shoreview, MN Branch Office (500 W. Highway. 96, Suite 300)

Based in the Twin Cities area, PRG is an experienced network of financial advisors. Our purpose is to help people make their dreams for financial peace a reality. We serve personable, likeable, family-oriented individuals and couples who are open-minded and appreciate sound advice. We are committed to providing clear client-centered communication. We utilize a comprehensive advisory process to help provide sound investment and retirement income planning.

Your Role:

• Help build trusting relationships with clients through clear communication and follow through.
• Manage multi-tasking, including incoming calls, greeting clients and processing client services requests
• Identify and asses clients’ needs and inquires using office procedures and guidelines to help determine appropriate next steps, and following through to ensure resolution.

This Job is Ideal for Someone Who:

• Enjoys creating a welcoming and inviting environment for clients
• Is eager to learn
• Is able to easily prioritize tasks and manage time efficiently
• Enjoys people and building relationships
• Enjoys a fast-paced environment
• Has the ability to communicate clearly in person, on the phone, and in writing

Job Responsibilities:

• Answer incoming phone calls
• Work with current CRMs to keep information, interactions, and processes up to date
• Coordinate scheduling with clients and business associates as needed
• Work with clients to make updates to their accounts, and assist with deposits and distributions as needed
• Work with team to prepare for upcoming appointments and any necessary follow up items
• Create and process new accounts and transfers
• Process incoming and outgoing mail
• Other duties as requested

Requirements/Qualifications

• Proven client support and administrative experience
• Knowledge of the financial investment and financial planning industry preferred
• Previous experience working with Microsoft Office and CRM databases.

Compensation

• Competitive pay, retirement with match, and paid vacation

Job Type: Part-time

Pay: $18.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Experience:

• Customer service: 2 years (Preferred)

Work Location: One location

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