Client Service Specialist

The Client Service Specialist will be licensed with life and health and or acquire the FPQP® Designation. They will also obtain their Notary or should have it upon application for the position.

They will intake account service requests and assist our advisory team. They will provide oversight which will include client communications, service requests, documentation, scheduling reviews and oversee the relationship management with existing clients and prospective clients.

This will include opening new accounts, tracking new business, keeping all on a timeline with our providers, tracking weekly client service requests, and ticket management with managed money, and ensuring all is completed. They will oversee yearly, RMD/QCD management yearly, setting up appropriate forms on accounts when opened or adding to existing accounts to easily scale.

They will support the principal advisory team with case prep submission, client review preparation and ensure risk profiles along with pertinent data in Life Arc are updated yearly. Ideally, adding additional support in-house for case preparation. They will assist with client event management, attendance, reservations, mailings, for LS Client appreciation events and foster a culture of referrals.

The service specialist will build workflows and manage as well as streamline documenting processes from current systems.

They will Onboard new clients, provide a 90-day check in phone call as well as Assign client segmentation VIP, A, B etc. within our redtail CRM System and Client review matrix. The Client Service Specialist will manage the rotation of account reviews and maintain client segmentation. Supervise documentation, along with providing oversight on both AUM and Insurance based business.

You will track, document, and monitor from start to finish all client service items and new business. You will follow processes in place by LS operations, and implement workflows, procedures to streamline operations and client service request.

You will be proficient with our platforms, mail merge, excel, including Fusion elements, Schwab, Life Arc Portal database management, Redtail and other proprietary reporting systems and our proprietary appointment process Redefining wealth.

You will ensure an excellent work culture remains in place.

We are seeking a person who is well organized, detailed oriented, and comprise attributes to help and support our advisory team and treat all clients as a high priority as well as possess and develop necessary knowledge of the financial industry.

Background preferred in the industry. Strong computer and communication skills a must.

Life license required can be obtained shortly after joining our team and or notary certification. Bachelor’s or associate degree in business or similar field preferred.

Essential Duties & Responsibilities

Client Service Specialist will have a thorough understanding of all LS Wealth Processes. Streamline processes, maintain SOP Manual, and manage client experience. Provide systems for intake account service requests and assist our advisory team in the processing of documents on behalf of our clients. You will track, document and monitor from start to finish all client service items. You should also possess experience in management and provide support and oversight of all documentation, service requests, and opening of new accounts.

Additionally, provide case preparation for our advisory team.

Track – New Business submissions, monitor new business submissions Weekly, Monthly etc.