Client Service Specialist

About the position

The Client Service Specialist at Voyage Wealth Architects plays a crucial role in delivering exceptional customer service to clients, acting as the first point of contact. This position involves supporting clients throughout their financial journey by implementing insurance and investment planning strategies, maintaining a CRM system, and addressing client needs in a timely and professional manner. The role offers opportunities for career advancement in a dynamic and growth-oriented environment.

Responsibilities

• Communicating via telephone, email, and in person to address client needs and answer client questions in a timely and professional manner
• Assisting in the management of an efficient Client Relationship Management (CRM) software and helping the team maintain CRM standards and best practices
• Ensuring client case notes and meeting follow-ups are appropriately assigned, tracked in CRM, and completed
• Handling daily service requests from clients with a positive, can-do attitude
• Completing and processing all insurance and investment applications and paperwork
• Guiding clients through the investment account opening process
• Guiding clients through the underwriting process for insurance applications
• Assisting with special projects and other duties as assigned

Requirements

• Bachelor's degree or equivalent work experience
• Strong attention to detail with the ability to work with a high degree of accuracy and autonomy
• Demonstrated organizational skills, ability to multitask, and time management skills with the ability to set priorities and meet deadlines
• Excellent oral and written communication skills
• Ability to be flexible and work in a fast-paced environment
• Ability to maintain absolute confidentiality in dealing with client matters
• Desire and capacity to further financial education and pursue credentials
• Minnesota State Life, Accident & Health License (or willing to obtain within 90 days)
• FINRA SIE, Series 7, & 63 (or willing to obtain within 1 year)

Benefits

• Dental insurance
• Disability insurance
• Opportunities for advancement
• Paid time off
• Retirement plan
• Vision insurance