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    Client Service Specialist - Springfield, United States - Prime Capital Investment Advisors

    Prime Capital Investment Advisors
    Prime Capital Investment Advisors Springfield, United States

    1 week ago

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    Description

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Springfield, MO Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Springfield team

    Objectives:

    The CSS plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director. Client Service Specialists work independently to organize and manage a wide range of administrative and client support activities. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence.

    Our Standards:

    Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, the CSS must display:

    Professional Expertise

    An ability to quickly form and maintain a positive, productive relationship with advisors and their clients

    Strong technology skills

    An ability to learn the financial services industry and understand the objectives for the position

    Tremendous written and oral communication skills

    Ability to adapt quickly and positively to change in the financial services industry

    Superior attention to detail and follow through; accuracy is extremely important

    Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively

    Team player and collaborator

    High standard of professionalism, ethics, confidentiality, and integrity

    Willingness to be proactive

    There are several key areas where Office Administrators must demonstrate professional proficiency:

    Financial industry terminology and account types

    Salesforce data entry and management

    DocuSign technologies

    Detailed and accurate data entry and account processing

    Policy and procedures including FINRA guidelines

    Google Suite and calendar management

    Client service

    Client Engagement program

    Education/Experience

    High school Diploma required

    Bachelor's Degree preferred or equivalent financial services industry experience

    Series 65 preferred

    Financial Investment Advisory Services Industry experience preferred

    Google Suite, Salesforce, Microsoft Suite, Adobe skills required

    Successful completion of industry standard background screening required

    Former experience working with Schwab, Orion, Salesforce, DocuSign is a plus

    Benefits:

    Health, Dental, Vision, Group Life & Disability, HSA

    401(k)

    Teladoc

    Generous PTO

    12 Paid Holidays

    EAP

    Compensation:

    This is a Non-Exempt Full-time position. Salary is determined based on experience.

    Prime Capital Investment Advisors (PCIA)

    Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 50+ locations throughout the United States, with over 160 investment advisor representatives and 160+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (QPA) and Prime Capital Wealth Management (PCWM). For more information, visit

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