Job Details
**Position:** Client Service Representative - Financial Office - Lincoln, NE **Location:** Lincoln, NE
**Job Id:** 2003 **# of Openings:** 1 **Client Service Representative** The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. **Job Description**
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.
**Minimum Requirements:**
Associates Degree preferred 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
This position requires that you possess the following skills:
Strong organizational skills
Excellent communication both written and verbal
Attention to detail and accuracy
Proactive Management Style and consistent follow-through
**Responsibilities/Tasks:**
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with Client update reports and mailings
Assist in setting client appointments for Advisor
Assist with New Business processing **Salary - $34,560 - $42,350 per year - Based on Experience** **Benefits** 401K - 3% Match Health Care Stipend PTO - 1 Week Hours - Monday - Friday 9:00 AM - 5:30 PM **Presented by Advisor Employee Services**
Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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