- Process applications for fixed-index annuities using Firelight software, ensuring accuracy and compliance with regulatory standards.
- Manage comprehensive paperwork associated with life insurance and new account openings for our fee-based advisory business.
- Provide ongoing support to clients, addressing inquiries and facilitating effective communication between clients and advisors.
- Collaborate with team members to refine processes and enhance client satisfaction.
- Strong organizational skills, with a keen eye for detail and the ability to manage multiple tasks efficiently.
- Excellent interpersonal and communication skills, with a passion for customer service.
- A team-oriented mindset, with a high degree of reliability and a track record of working effectively with financial advisors and clients.
- Motivation to grow within the company and the drive to take on new responsibilities as needed.
Client Services Representative - Norman, United States - Magellan Financial & Insurance Services Inc
Description
Join Bertrand Retirement Solutions: A Unique Opportunity Awaits as a Client Service Representative
About Bertrand Retirement Solutions
At Bertrand Retirement Solutions, we specialize in providing comprehensive financial planning, investment management, and insurance solutions tailored for individuals between the ages of 50 and 75 with significant investable assets. As a flourishing independent Registered Investment Advisory (RIA) firm based in Oklahoma City, our mission revolves around enhancing our clients' financial security and peace of mind.
Compensation: $40,000 - $45,000
The Role: Client Service Representative
As a Client Service Representative, you will be at the heart of our operations, ensuring that our clients' financial services are delivered smoothly and efficiently. This role is crucial in facilitating the success of our advisors by managing client interactions, processing annuity applications, and maintaining impeccable records. Your work will directly impact our ability to help clients achieve their financial goals, thereby contributing to their long-term financial health.
Primary Responsibilities
Required Qualifications and Skills
Bertrand Retirement Solutions is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.