- New Client Onboarding: Manage the meticulous process of opening new accounts, ensuring every detail is perfectfrom brokerage insurance to advisory accounts.
- Client Transitions: Handle all aspects of account transfers, providing a smooth and reassuring presence for clients during a significant financial transition.
- Proactive Communication: Regularly update clients on the status of their accounts and reach out proactively during the onboarding process to establish a strong rapport and trust.
- Data Integrity: Perform precise data entry and maintain rigorous accuracy in Salesforce-CRM and other platforms, ensuring all client information is up-to-date and correct.
- Operational Excellence: Keep track of new business production numbers and contribute to continuous process improvement to enhance client satisfaction.
- Analytical Skills: Strong ability to dissect information, solve problems, and provide solutions.
- Communication Mastery: Excellent written and verbal skills to clearly and effectively communicate with clients and team members.
- Financial Knowledge: Deep understanding of financial products like equities, bonds, mutual funds, annuities, and insurance.
- Multi-tasking Skills: Excellent time management abilities, capable of handling multiple priorities under tight deadlines.
- Team Spirit: A collaborative attitude with a strong desire to contribute to team and company success.
- Experience in investment operations support.
- Series 7 and/or Series 66 licenses (preferred - not required)
- Bachelors degree in a relevant field.
- Familiarity with Wealthscape-Fidelity and Salesforce-CRM systems.
- Proficiency in Microsoft Excel.
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Client Onboarding Specialist - Southlake, United States - Magellan Financial & Insurance Services, Inc.
Description
Join Our Team at Retire Simply: Now Hiring a Client Onboarding Specialist at our Southlake, TX office
About Retire Simply: At Retire Simply, we believe that retirement planning should be as effortless and enjoyable as the golden years it prepares for. We're dedicated to helping our clients navigate the complexities of retirement with tailored financial solutions. Our team is growing, and we're looking for a Client Onboarding Specialist who is passionate about making a real difference in our clients' lives.
Compensation: $50,000 - $60,000
What You'll Do: As a Client Onboarding Specialist at Retire Simply, your primary role will be to ensure a seamless and supportive experience for our new clients from their first interaction with us. Heres what youll be focusing on:
Who You Are: You are a detail-oriented professional with a knack for managing complex processes and a passion for delivering exceptional client service. You bring:
Preferred Qualifications:
About Retire Simply: At Retire Simply, we believe that retirement planning should be as effortless and enjoyable as the golden years it prepares for. We're dedicated to helping our clients navigate the complexities of retirement with tailored financial solutions. Our team is growing, and we're looking for a Client Onboarding Specialist who is passionate about making a real difference in our clients' lives.
