Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
HI
Hybrid Part-Time Junior Client Service Associate, Retirement and Private Wealth
Posted 2 months ago
About the role
- Junior Client Service Associate providing transition support in insurance brokerage. Assisting clients with account setup and paperwork during firm transition.
Responsibilities
- Set up all clients with Account View Network all direct business accounts to client households
- Prepare new account paperwork for transitioning clients
- Audit files at LPL for each client to ensure accuracy and completeness
- Prepare broker change forms for direct business accounts at American Funds
- Review and process transition-related paperwork; ensure all required forms are completed fully and accurately
- Run reports and provide status updates on account transitions and new account forms
- Maintain and update client data in CRM software as accounts transition
- Assist with other transition-related tasks and ad hoc reporting requests as needed
Requirements
- Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
- Good understanding of financial planning concepts and terminology a plus, willingness to learn required
- Exceptional customer service experience
- Excellent verbal, written, analytical, and organizational skills
- Proficiency with technology including Microsoft Office suite and CRM systems
- Ability to interact with people across all levels of the business
- Strong attention to detail
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day
- Dress-Code Culture & Belonging
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