Client Service Specialist

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Asset Retention Insurance Services in Laguna Hills, CA is seeking to add a Client Service Specialist to our team! 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.

If you have a passion for helping others and have the aptitude for finance, there is a career opportunity to become a future producer. On the job training to becoming a Life & Health Annuities Agent is available to the right person.

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, preparing the advisors for their meetings, and preparing issued accounts for delivery.

• Strong organizational skills
• High level of computer skills
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Strong work ethic
• A caring and confident disposition
• 2 Years prior experience working in the financial industry is a plus
• Must have good math skills and understand basic calculations
• Associate’s degree preferred, but not required
• Life & Health Insurance License Required within 6 months of employment
• Working knowledge of computers and software, (Microsoft Office)
• Ability to learn quickly and not adverse to change
• Knowledge with working in CRMs (Redtail is a plus)
• Trustworthy

This Client Service 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 appointments. Other daily, weekly, and 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 updates, reports, and mailings
• Assist in setting client appointments
• Medical and Vision plan options with employer contribution starting the 1st after 60 days of employment
• 401K with 5% match after 60 days of employment
• 9 Company-Paid Holidays per year (includes week between Christmas and New Year)
• 2 weeks PTO per year begin accruing after 90 days of employment
• 5 Sick Days per year eligible after 90 days of employment
• Discretionary Team Perks and Monthly Performance Bonuses

• 8am to 5pm, Monday through Thursday, with 7:30am-4:30pm on Fridays. After hours seminars are in the future.

• You will be required to take a typing test during the interview process

Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator 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!