Client Service Specialist - Wealth Management

Client Service Specialist - Wealth Management Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced wealth management firm in Wethersfield, CT is looking to expand our team. We have the tools and resources to help you build a great future while sharing your expertise! Responsibilities/Tasks: Receive incoming client service calls in a friendly manner Complete each service request and resolve client issues Input notes into CRM and keep updated records Coordinate and follow up on each client transfer Review application prior to submission Prepare client review summary for upcoming appointments Assist with New Business processing Requirements for this Position: A team player that must be flexible, enthusiastic and possess an energetic personality College degree and Financial Industry experience preferred 2 + years working alongside a Financial Advisor in a fast-paced office environment Life Insurance licensed a plus Experience with MS Office Suite and the ability to learn new software quickly Strong organizational skills Excellent communication both written and verbal #J-18808-Ljbffr Johnson Brunetti