SUMMARY
A well-established financial planning firm located in Butler, PA is looking to add a dedicated and experienced Administrative Support Specialist to their team in a Client Service Representative role. This firm is expanding and onboarding new clients on a regular basis, and they are adding this person as an addition to their team to help with the increased workload.
This is a direct hire opportunity. Initially for training purposes, this position will start off as a part-time role working 3 days a week from 8:00 am – 4:00 pm, with a 1 hour paid lunch break. As this person becomes proficient in the role, this position will transition to a full time Monday – Friday work schedule of 8:00 am – 4:00 pm, with a 1 hour paid lunch break. After 90 days of employment, benefits include a 5% IRA company contribution and paid time off. For those who need health insurance, a stipend will be offered to help offset the current market cost of this person’s plan of choice. 

** Please note that while a part time to full time schedule is the ideal situation, we are open to considering those who are only open to a part time schedule and not looking to increase to full time in the future.

POSITION
In summary, the Client Service Representative role provides administrative support to financial advisors (on the annuities side of the business) and their existing client base, to process service requests, prepare applications, and organize documentation. While this position is primarily a back-office role with a focus on completing client paperwork and applications, preparing forms, and organizing data, this individual will communicate with clients. This is a vital role to supporting agents, their clients, and helping to maintain those client relationships. 

The ideal person for this role is a detail-oriented team player who is laser focused on accuracy and organization, coupled with strong communication skills and aptitude for customer service.

Essential Duties: 
•    Answer phones and greet clients in a friendly, warm manner.
•    Manage service requests (i.e., beneficiary changes, withdrawals, address changes) and resolve client issues.
•    Maintain accurate up-to-date records in a CRM system.
•    Coordinate / Follow up on each client transfer.
•    Prepare annuity applications / Review for accuracy prior to submission.
•    Prepare client review summaries for upcoming appointments.
•    Establish / Nurture strong relationships with existing client base.
•    Assist with client updates, reports, mailings, and setting client appointments for advisors. 
•    Maintain open and professional communication with clients and staff.