Search Jobs
Client Services Specialist
1 Riverway , Suite 900 Houston, TX 77056 US
Job Description
                              Â
Salary + Additional Benefits:
- $45,000-$60,000 + discretionary bonus
- Quarterly bonus opportunities
- 100% Company Paid Medical Premiums
- 401k - 7% company match
Type of Position: Direct Hire
Responsibilities:
- Work closely with senior leadership on meeting prep assistance, updating information and communicating with clients to obtain needed information.
- Build client meeting prep which may include:
- Road Map
- In force ledgers
- Balance Sheet
- Buckets
- NMCIR
- Cost Basis
- ENV2 Report
- Reach out 1 week before meeting
- Meeting Agenda
- Enter data into planning software.
- Maintain calendar and schedule follow-up appointments.
- File new statements, account forms, and other insurance/investment-related materials.
- Gather information for registered representative’s meeting with clients/prospects (prospectuses, annual reports, Morningstar reports) and enter data into planning software.
- Run performance reports, provide analyses and generate agendas for meetings.
- Provide general administrative support.
Requirements:
- 2+ years of administrative support or client services, preferably in the financial services and/or insurance industry
- Excellent oral and written communication skills
- Familiarity with Microsoft applications and data entry and information retrieval software
- Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
- Must be comfortable in a client facing role
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to work in a fast-paced environment
- Ability to work both independently and on a team
- Ability to maintain confidentiality
Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.
Meet Your Recruiter
Rosie Fisk
Recruiter - Murray Professional
Specializing in matching talent with exciting opportunities in Human Resources, Accounting/Finance, Sales, Marketing, Administrative, and Customer Service.