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Client Service Specialist

GenWealth Financial Advisors

Client Service Specialist

Little Rock, AR
Full Time
Paid
  • Responsibilities

    Job Description

    POSITION SUMMARY: Responsible for client service and account maintenance. GENERAL PURPOSE: Assist advisors with paperwork needed for financial plans as well as with annual reviews and provide help to clients with their service needs. POSITION RESPONSIBILITIES: • Demonstrate a willingness to serve the GenWealth team for the greater good • Timely and effective communication with clients, advisors, and Pod • Prepare and process paperwork for new and existing business • Provide turnkey support and monitoring until each plan is fully implemented • Provide excellent support and assistance to clients and advisors • Provide support by answering incoming phone calls for various offices • Answer service calls from clients and assist them with transactions or questions • Schedule, prepare and follow-up on annual reviews as required • Proactively maintain a strong knowledge of industry and company systems

    ESSENTIAL SKILLS AND EXPERIENCE: • Strong verbal, written, presentation, and interpersonal communication skills with clients and team members • Excellent organizational, time management, and customer service skills • Professional, reliable, consistent performance of tasks with a detail-oriented work ethic • Excel working within a team on group projects and enjoy interaction with others • Adept in numbers and financial concepts • Actively look for ways to help clients and team members • Coachable and regularly self-assess performance to make improvements • Proficient in Microsoft Office programs • Capable of learning industry-specific software

    NONESSENTIAL SKILLS AND EXPERIENCE: • College degree helpful but not required

    EDUCATION REQUIREMENTS: • High school or equivalent diploma • 2 years or more of financial industry experience • Holds the SIE with S7TO or Series 7, Series 66 (or equivalent) and Life and Health insurance licensure OR are ready, willing, and able to acquire all of the aforementioned.

    Reporting to this position: Generally, no direct reports. Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Physical demands: While performing the duties of this job, the employee is required to walk; sit; use hands/fingers to handle or feel equipment, or controls; reach with hands and arms; balance; stoop; talk or hear. The employee must lift and/or move up to 15 pounds. • Work environment: While performing the duties of this job, the employee will be primarily indoors but may be required to work outdoors for events. The noise level in the office is minimal.

     

    PAY IS COMMENSURATE WITH EXPERIENCE AND LICENSURE

    Company Description

    GenWealth Financial Advisors is a locally owned business that has grown tremendously in a short period of time. We are small enough not to have the regimented “corporate feel” but big enough that we are focused on finding entrepreneurial-minded, self-driven team members. We are self-described teamwork junkies! What we are interested in doing is getting the right person in the right “seat” and giving them the tools to flourish. If we do this, we believe each member of our team will be fulfilled and passionate about what they do, GenWealth will grow, our clients will have a fantastic experience, and we will have the opportunity to meet more people who need what we offer. We believe that financial planning and guidance are essential to financial success. Our founders and team come from working-class families and understand that money matters are often confusing to most people and they worry about their financial future. We help them cut through the confusion, create a clear plan, and build their financial independence. Our mission is to provide wise, knowledgeable counsel through trusted advisors in order for our clients to realize their God-given purpose in their lives and to assist them in leaving a legacy for generations to come.