Client Services Specialist
Level Financial Advisors - East Amherst, NY
posted 5 months ago
About the position
We have an immediate need for a Client Services Specialist to join our growing firm in East Amherst, NY. This is a full-time, in-office position at our main headquarters on Transit Road. Our Client Services Specialist is a critical client-interfacing role within our company. Our specialists work directly with clients in all aspects of client onboarding and account opening, as well as ongoing account maintenance items that arise on a daily basis. Our specialists also work closely with our advisors and their team members to ensure that the job is done right, the first time, every time! Key activities include: processing digital and e-signature paperwork, answering questions via phone call or email, assisting clients with account questions, assisting in money-movement, withdrawals and deposits, working with your coworkers on process improvement projects. You'll also have lots of fun! For the right candidate, there is opportunity to grow. We believe in mentoring and developing anyone who has interest in making the most of their work life and career. Level Financial Advisors has been voted one of the Best Places To Work in WNY by Buffalo Business First!
Responsibilities
- Process digital and e-signature paperwork.
- Answer questions via phone call or email.
- Assist clients with account questions.
- Assist in money-movement, withdrawals, and deposits.
- Work with coworkers on process improvement projects.
Requirements
- A mature, positive, friendly, outgoing personality.
- A willingness to help others; clients, co-workers, anyone!
- A thirst to learn.
- Excellent organizational skills; ability to multi-task.
- Strong focus on details to ensure things are done right the first time.
- Proficiency and comfort with technology, including MS Office, CRM software, and cloud-based applications.
- The ability to type with excellent proficiency.
Nice-to-haves
- Experience in client services or a related field.
Benefits
- 401(k) with 4% match
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
- Volunteer time off
