Day-To-Day:
Insight Global is looking for a Client Service Specialist to join our Financial Advisor Clients team in Birmingham, AL. This person needs to be extremely organized, detail oriented, self-motivated, professional, and able to handle multiple tasks at a time. This person needs to be able to track processes and follow through with finishing tasks over a long multi-step process. This candidate will be filing paperwork, processing paper work, working with clients, updating files, open accounts for clients, creating client spread sheets, entering data into Excel, speaking with clients and answering questions, prepare financial documents for client review meetings, and more. This person needs to be a team player and work well with others. FFG is looking for a sharp and trainable person who is ready to embrace the large learning curve of the position!
This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include:
Preparation of all applicable paperwork and financial roadmaps prior to client meetings.
Utilize websites and software to obtain client and product information
Respond to client service calls, emails and texts in a friendly manner
Track account openings and money movement and resolve any issues promptly and thoroughly.
Input detailed notes into CRM and keep updated
Coordinate and follow up on client transfers, contributions, distributions
Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion
Prepare client file for upcoming appointments, and process meeting follow up items
Maintain professional communication with clients and staff
Assist with client update reports and mailings
Assist in setting client appointments for Advisor
Cross train to assist with Existing Client workflows
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available
here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
- Professional, good phone presence, motivated, sharp.
-Extremely detailed oriented and ORGANIZED
Financial Industry experience required
2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
-ability to work onsite 5 days a week
-1-10 years working at a financial firm or Insurance company (like North Western Mutual, Fidelity, Meryl Lynch, or a small firm)
-Finance, Business, or Accounting degree
- Advanced Excel skills (pivot tables and formulas)
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.