5.

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

The Client Services Specialist I plays a vital role in providing comprehensive administrative and operational support to financial advisors. This position ensures the smooth execution of daily tasks, enhances client service, and allows advisors to concentrate on building client relationships and driving business growth. The CSS I will engage frequently with clients through in-person interactions, phone calls, and written communication, fostering strong, client-first relationships. A foundational understanding of financial concepts, investment strategies, and relevant legislation is necessary to assist financial advisors in implementing comprehensive financial plans that optimize client profitability. Additionally, a keen attention to detail and proficiency with a diverse array of technology tools are essential for accurately servicing all aspects of client and prospective client accounts. Primary Responsibilities Support advisors as they guide clients through the Financial Compass Roadmap process while marketing, servicing, and promoting Bulman Wealth Group's suite of financial products Maintain effective operational procedures to support financial advisors, including client onboarding and ongoing account management Collect and record information regarding the client's income, assets, investments, or debts Manage workflow and task delegation to ensure timely completion of activities Complete and process internal and external servicing requests; process transactions, resolve issues and ensure applications and service work is in good order Serve as a point of contact for client inquiries, providing exceptional service Manage all pre-appointment preparation, including securing current account documentation and generate various reports for portfolio analysis using identified platforms Operate with a proactive approach to advisor and client-related tasks Ensure that all records and documentation, including client files, CRM entries, and asset tracking, are maintained thoroughly, promptly, and accurately Assist advisors with meeting individual and firm goals, focusing on building and updating financial plans Manage Required Minimum Distributions for qualified client accounts Complete, process, and deliver client/firm paperwork, as needed Maintain adherence to all compliance related guidelines Skills, Knowledge and Abilities Strong customer service, communication, and writing skills, with professional English proficiency. Customer support, call center experience, phone communication, and client services skills are valuable; experience with outbound calling or sales is a plus. Technical proficiency, computer skills, accurate typing, and familiarity with Microsoft Office. Organized, detail-oriented approach to customer service problem-solving and client communication. Bilingual or multilingual ability is a plus; cash handling experience is also helpful. Ability to prioritize and manage time Attention to detail and accuracy Consistent follow-through Process driven Excellent communication skills, both written and oral Uses discretion, exercises good judgement, and maintains confidentiality of sensitive information Demonstrates persistence to achieve high quality Command of the English language and grammar Experience working in a fast-paced environment Advanced knowledge of computers and G-suite Ability to multi-task Personal Skills Desire to build relationships with people Pleasant disposition Confident communicator Self-starter Customer service oriented Desire to work as part of a team Strong work ethic

Pay:

$25.00 - $33.00 per hour Expected hours: 30.0 - 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person