Client Service Specialist

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

Learning +

Development :

leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader

Innovation :

be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership

Teamwork :

experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life

Competitive Pay Comprehensive Benefits Package :

Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)

Collaborative Environment and Innovative Culture Education Reimbursement :

never quit learning and growing in your career

Summary:

Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Client Service Specialist. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required. Essential Duties and Responsibilities (Additional duties may be assigned): Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents Organize, coordinate, and maintain all client paperwork Correspond with clients to complete new accounts, asset transfers, and other forms Coordinate and lead marketing events for local financial advisor Monthly advertising and compliance submission Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed Ensure office procedures are followed Record all transactions on appropriate logs Set up files correctly and obtain necessary information Other duties and tasks as needed The Ideal candidate will possess the following skills: Previous customer service experience Previous office experience Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner Ability to investigate, research and resolve problems or concerns Ability to maintain confidentiality Ability to make rule-based and analytical decisions Ability to organize, prioritize and handle multiple tasks Ability to pay close attention to detail, work under pressure and meet deadlines Ability to take complete and accurate notes Ability to operate various office equipment including personal computer, fax machine, copier, etc. Ability to utilize various software packages such as Microsoft Office & Outlook Ability to use internet browsers Excellent communication (oral and written), interpersonal, organizational, and presentation skills.

Typing proficiency:

40-60 wpm.

Requirements:

Minimum of three years of prior office experience preferred Bachelor's degree preferred Previous experience in financial services preferred

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