Front Desk Client Service Specialist

Growing Financial Service Firm is seeking a Front Desk Client Service Specialist for a full-time position offering 50K base salary + bonus, generous benefits package (90% employer paid insurance, 4wks PTO, and much more).

If you have 5yrs professional office experience and are looking for a company that is a leader in their industry, gives back to the community, offers career advancement, training and development and is a modern employer; this might be the opportunity you're seeking! Contact your Raven Ridge Group Recruiting Manager or apply here.

Position Overview:

Business Office Support

• Manage Reception area and general inbox
• Assist Marketing and Operations with Administrative tasks

Meeting Management

• Schedule appointments per client’s service model
• Preparation work for client meetings
• Follow up letters and scheduling
• Follow compliance requirements and accurately enter all data in systems
• Prepare Meeting Prep Action Plans

Client Support

• Assist in client inquiries
• Assist with incoming calls on main phone lines
• Client guidance of online tools
• Money Movements
• Updating client data

Business Processing

• Scan and log incoming mail and checks
• Prepare new business paperwork and ensure client paperwork has all required information and signatures
• Work directly with Home Office on Not In Good Order paperwork
• Interact directly with clients to assist in routine transactions and service requests
• Prepare annuity and insurance applications including third party
• Partner with Home Office on forms returned for Not in Good Order Submission
• Process financial planning payments/arrangements
• Provide required disclosures for new account openings, new financial plans, and rollovers per service level standards.
• Salesforce maintenance for merging records, updating names.
• Maintain and track state securities and insurance licenses

Desired Qualification and Experience

• High School Diploma required; College Education preferred
• 5yrs Professional Office Experience in Administrative, Receptionist or Client Service role
• Excellent communication skills (verbal & written), attention to detail and organizational skills
• Ability to multi-task with interruptions and maintain accuracy
• Computer skills: MS Office (Word, Excel, Outlook, PowerPoint, SharePoint) Salesforce or other CRMs
• Financial Service industry experience is a plus, not a must