Cornerstone Advisors LLC Hiring for Client Service Specialist Job at Perham, MN Full Time

Job Description

The Client Service Specialist delivers a wide range of critical client support to the advisor and helps to provide the resources and guidance our clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; organizing meetings; meeting follow up; responding to client inquiries and maintaining and updating client files.

Position Responsibilities

• Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas.
• Maintain a world-class customer service atmosphere-over the phone and in person.
• Proactively communicate with clients on a regular basis through a range of communications vehicles
• Schedule client meetings
• Prepare reports, meeting agendas, quotes and added services
• Discuss and organize follow-up steps with the advisor after client meetings
• Prepare client investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts and any deposits
• Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the advisor
• Create processes to aide in advisor and client organization
• Manage all details of clients, prospects and vendors in client relationship management (CRM)
• Populate and maintain accurate client data in CRM, client fee billing and reporting systems
• Order and maintain all supplies including forms, prospectuses, useful research information and office supplies
• Coordinate mailings; process incoming mail
• Commit to continuous education and professional development to remain current in industry issues, CRM, and compliance rules and regulations
• Foster an environment of open, honest and timely communications

Required Skills and Experience

• 2+ years as an administrative assistant, experience in the financial services industry a plus
• Exceptional oral and written communication skills
• Excellent follow-up and follow-through capabilities
• Personable, approachable with a positive attitude
• Organized, meticulous, detail-oriented and able to multitask
• Able to interact well with sophisticated, high net worth clients and all employees
• Able to exercise good judgment by recognizing urgency and setting priorities
• Professional attitude, demeanor and appearance
• Able to work independently with good problem solving, mathematical and time management skills
• High degree of confidentiality
• Proficient with Windows-based software, including MS Word and Excel
• Knowledge of Redtail, SmartWorks and NetX360 a plus
• Work experience that demonstrates interpersonal and teamwork skills’

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Work Location:

• One location

Work Remotely

• No

Job Type: Full-time

Pay: $16.00 – $20.00 per hour

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 2 years (Preferred)

License/Certification:

• Minnesota Life/Health Insurance License (Preferred)
• Securities Industry License (Preferred)

Work Location: One location