Client Service Specialist

REAP Financial Group is a boutique investment advisory firm that specializes in Retirement Planning. Our mission statement is to Empower families to reimagine what matters most. Our home office is located in Northwest Austin. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

The position requires employee to perform industry specific tasks, such as application submission and account transfers, follow-up, client service work including incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.

Client Service Specialist Job Description:

Complete & process new business applications

Order & stock new business applications and marketing brochures

Receive incoming client service calls in a friendly, warm manner

Process & follow-up on client service work

Update & review database/CRM to reflect account status regarding new business and/or service

Maintain an organized, compliant, and efficient filing system

Follow-up on pending business and contact individual client with updates

Assist Advisor(s) with pre-appointment preparation

Gather account values and complete client review summary for upcoming appointments

Manage the new business submitted and new business issued in reporting tool

Assist Advisor(s) with client reports and mailings

Assist Advisor(s) with educational workshops & client events as needed

Act as phone back-up to other office personnel for phone coverage

Maintain current Advisors licenses and appointments with agencies and companies

Minimum Requirements:

Prior experience working in financial industry

3+ years working alongside a Financial Advisor in a fast-paced office environment

Texas Life Insurance & Securities License(s) preferred

Proficiency in MacOS

Required Behaviors and Motivators:

Excels in identifying problems quickly

Highly efficient, i.e., doesnt get bogged down with details

People-Centric, i.e., open while displaying strong people acumen

Strong get-it-done attitude that moves things along quickly

Zero procrastination, i.e., doesnt linger over projects but drive them to completion

Able to move between projects while prioritizing the most important ones first

Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time

Extremely flexible, i.e., able to switch gears and lanes with ease

Strong ownership of projects with the ability to let things go when necessary

Misc:

$45K-$60K Compensation depends on previous experience

Hours: Monday Friday, 9am-5pm