Client Service Support Rep

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:

Submitting allocation changes that the advisors have determined, assisting with penalty‑free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.

Utilizing websites and software to obtain client and product information

Responding to client service calls, emails and texts in a friendly and professional manner

Completing each service request and resolving client issues in a timely manner

Inputting detailed notes into CRM and keeping updated

Coordinating and following up on client transfers, contributions, distributions

Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion

Updating client plans for upcoming review appointments and processing post‑review follow up items

Maintaining professional communication with clients and other team members

Assisting in setting client appointments for advisors when needed

Cross training to assist with New Business processing

Meeting with clients to review plans, answer quest

Must Haves

Financial Industry experience required

2 + years working alongside a Financial Advisor in a fast‑paced office environment preferred

Experience with MS Office Suite and the ability to learn new software quickly

Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)

$50,000 to $60,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

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