Client Service Specialist

Company: kyle atkins financial group,in
Location: Spartanburg
Posted on: June 6, 2021

Job Description:

Job Description We are seeking a Client Service Specialist to join our team!You will be responsible forhelping clients and their loved ones arrive at their financial destinations with dignity and resolve.

Responsibilities: Take ownership ofcustomer inquiries and questions until resolution Develop solutionsand services customized to each clients needs Troubleshoot and resolve planningissues and concerns Document and updatecustomer records based oninteractions and feedback Grow and nurture an understanding of families and their long term needs and wants Always speak the truth. Understand andseek the needs of others before personal gain Qualifications: 5 to 8 years previous experience in the financialservices industry and/or extensive administrative and customer service experience including team building and client focused outcomes. A series 7 is a HUGEplus as is a series 6, 65 and/or 63. Life, accident and health as well as long term care license would be a great asset. Ability to "WOW" clients and team members with great empathy and care for their futures Ability to plan and execute Positive and professional demeanor Excellent written and verbal communication skills

Keywords: kyle atkins financial group,in, Spartanburg , Client Service Specialist, Other , Spartanburg, South Carolina