Client Services Specialist

Job Description

Job Description

Who We Are

The Planning Center is a fee-only financial planning firm that provides a safe place for their clients to discuss what matters most to them and their family. Our goal is to help people make better decisions as they navigate life’s transitions and guide them toward the life they want. We have several locations within the U.S. and are continuing to expand our office and client footprint. As a mid-size privately owned company, we value diverse perspectives, entrepreneurial thinking, and above all, a commitment to always act in our client’s best interests.

About the Role

The Client Services Specialist supports the Planning Center team and coordinates client services with a focus on delivering the ultimate client experience regardless of the client’s location. This position is critical to building client advocacy and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration. This role spends most of its time managing the client’s relationship between The Planning Center, custodians, and other vendors. Accuracy and communication within these tasks are critical in building trust and long-term relationships with our clients.

What You Will Be Doing

• Deliver first class customer service to any clients, prospective clients, or vendors you interact with.
• Work with clients on the completion of all required paperwork in their relationship with TPC. This includes paperwork related to custody with Schwab, Axos, etc. for account openings and closures, contributions, distributions, systematics, rollovers, transfers, beneficiary changes, etc.  It also includes paperwork with outside custodians for rollovers, account transfers, and management of outside assets.
• Provide clients with copies of required annual compliance disclosures such as Form ADV offering & Form CRS.
• Review clients’ annual year-end required minimum distribution requirements.
• Answer incoming client phone calls and take necessary steps to assist.
• Assist Client Service Associates whenever necessary on tasks such as client scheduling, processing mail, firm paperwork, forms and checks, gathering and upkeep of all client records within all software platforms, managing orders of supplies, and coordinating events.
• Serve on TPC Committees as needed.

About You

• Trustworthy, ethical, hard-working, and professional
• Tech-savvy – computer skills, CRM knowledge, data entry accuracy
• Strong written and verbal communication skills
• Excellent interpersonal and customer service skills
• “Client-first” attitude and desire to build long-term client relationships
• Growth mindset
• Adaptable and highly flexible
• Capable of working independently and in a team environment
• Strong organization skills

What We Are Looking For

• High School Graduate or GED
• 3-5 years of direct customer service experience
• Must be able to pass standard industry background checks

What We Are Offering

• Competitive compensation starting at $27/hour
• 401(k) match of up to 6% of compensation
• Paid time off and holidays
• Fully paid parental leave
• Health insurance for you and your family (90% of individual premiums and 70% of family premiums covered by TPC)
• Dental insurance (50% of premium covered by TPC)
• Vision insurance available
• Life insurance ($50k policy provided by TPC with the option to purchase additional coverage)
• Disability insurance (provided by TPC)
• Continuing education budget