Client Service Specialist
Rocco A.
Carriero Wealth Partners Rocco A.
Carriero Wealth Partners Southampton, NY Southampton, NY Full-time Full-time From $50,000 a year From $50,000 a year 4 days ago 4 days ago 4 days ago Client Service Specialist Schedule:
8:
30am-5:
30pm Monday-Friday (5 days/week) Full Time:
40 Hours Position will be full-time in our Southampton office; this is not a remote/hybrid position Annual Salary:
To be determined
Summary:
Assist Financial Advisors with client service and client management to ensure world-class service with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
This role consists of both client careand support as well as client service and administrative responsibilities.
Job Description-Roles &
Responsibilities:
Assists Advisor & Operations Manager with operations at Southold office.
Directs and manages client contact to ensure client satisfaction.
Provides direct support to advisors through the practice's systems and processes, to resolve client service issues and requests.
Actively seeks to resolve client service concerns and issues in a professional, accurate and timely manner.
Acts as a liaison to team members to ensure a high level of assistance and communication is provided to clients and team with high level of service.
Responsible for supporting advisors with service requests, including but not limited to, the following:
Preparing new business paperwork and account transfers, obtaining appropriate signatures, collecting client information, working with 401(k) plans and participants, insurance and annuity application processing, estate settlements, communicating with the home office or other businesses on behalf of the client/advisors.
Responsible for updating all client records & information as needed.
Responsible for coordinating with team members to ensure all items are documented and prepared for the advisor's meetings with the clients.
Responsible for maintaining electronic files (scan and process).
Mail processing:
Handle and disseminate all incoming/outgoing mail daily and process accordingly (upload checks received, process paperwork, and other items as well as sending out documents and mail, including UPS paperwork, letters to clients, etc.
).
Follows and implements items required by compliance.
Attends and participates in events as requested.
Acts as back-up support to other Client Service Specialist/Financial Service Assistant (and their advisor's requests) when needed or requested.
Key Traits & Competencies Required:
Maintain confidentiality and professionalism at all times World class client service Strong interpersonal skills Excellent written and oral communication skills Dependability Organized & efficient work Team oriented and respectful of others Takes initiative and highly motivated Ability to work with others as well as work independently Ability to multi-task and problem solve Positive attitude and growth oriented Active listener with a high level of attention to detail Qualifications Preferred:
Bachelor's Degree in Finance (or related area of study) preferred Financial Licenses a plus, but not required (Series 7, 66, Life & Health Insurance) Working knowledge of Word, Excel, and Power Point Notary Public, NY a plus, but not required About Rocco A.
Carriero Wealth Partners:
At Rocco A.
Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial, LLC, our mission is to make a positive difference for our clients by simplifying and organizing their complex financial lives.
All members of our team adhere to and pride themselves on living out our mission and the following values:
Service the client above all else Continually strive for excellence Growth-oriented Treat everyone with respect Help others in our community Job Type:
Full-time Pay:
From $50,000.
00 per year
Benefits:
401(k) Health insurance Paid time off Schedule:
Monday to Friday COVID-19 considerations:
We adhere to CDC/NY State guidelines for the safety of our team, clients and all individuals who interact with our practice.
Education:
Bachelor's (Preferred) Language:
English (Required) Shift availability:
Day Shift (Required) Work Location:
In person Key Traits & Competencies Required:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Carriero Wealth Partners Rocco A.
Carriero Wealth Partners Southampton, NY Southampton, NY Full-time Full-time From $50,000 a year From $50,000 a year 4 days ago 4 days ago 4 days ago Client Service Specialist Schedule:
8:
30am-5:
30pm Monday-Friday (5 days/week) Full Time:
40 Hours Position will be full-time in our Southampton office; this is not a remote/hybrid position Annual Salary:
To be determined
Summary:
Assist Financial Advisors with client service and client management to ensure world-class service with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
This role consists of both client careand support as well as client service and administrative responsibilities.
Job Description-Roles &
Responsibilities:
Assists Advisor & Operations Manager with operations at Southold office.
Directs and manages client contact to ensure client satisfaction.
Provides direct support to advisors through the practice's systems and processes, to resolve client service issues and requests.
Actively seeks to resolve client service concerns and issues in a professional, accurate and timely manner.
Acts as a liaison to team members to ensure a high level of assistance and communication is provided to clients and team with high level of service.
Responsible for supporting advisors with service requests, including but not limited to, the following:
Preparing new business paperwork and account transfers, obtaining appropriate signatures, collecting client information, working with 401(k) plans and participants, insurance and annuity application processing, estate settlements, communicating with the home office or other businesses on behalf of the client/advisors.
Responsible for updating all client records & information as needed.
Responsible for coordinating with team members to ensure all items are documented and prepared for the advisor's meetings with the clients.
Responsible for maintaining electronic files (scan and process).
Mail processing:
Handle and disseminate all incoming/outgoing mail daily and process accordingly (upload checks received, process paperwork, and other items as well as sending out documents and mail, including UPS paperwork, letters to clients, etc.
).
Follows and implements items required by compliance.
Attends and participates in events as requested.
Acts as back-up support to other Client Service Specialist/Financial Service Assistant (and their advisor's requests) when needed or requested.
Key Traits & Competencies Required:
Maintain confidentiality and professionalism at all times World class client service Strong interpersonal skills Excellent written and oral communication skills Dependability Organized & efficient work Team oriented and respectful of others Takes initiative and highly motivated Ability to work with others as well as work independently Ability to multi-task and problem solve Positive attitude and growth oriented Active listener with a high level of attention to detail Qualifications Preferred:
Bachelor's Degree in Finance (or related area of study) preferred Financial Licenses a plus, but not required (Series 7, 66, Life & Health Insurance) Working knowledge of Word, Excel, and Power Point Notary Public, NY a plus, but not required About Rocco A.
Carriero Wealth Partners:
At Rocco A.
Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial, LLC, our mission is to make a positive difference for our clients by simplifying and organizing their complex financial lives.
All members of our team adhere to and pride themselves on living out our mission and the following values:
Service the client above all else Continually strive for excellence Growth-oriented Treat everyone with respect Help others in our community Job Type:
Full-time Pay:
From $50,000.
00 per year
Benefits:
401(k) Health insurance Paid time off Schedule:
Monday to Friday COVID-19 considerations:
We adhere to CDC/NY State guidelines for the safety of our team, clients and all individuals who interact with our practice.
Education:
Bachelor's (Preferred) Language:
English (Required) Shift availability:
Day Shift (Required) Work Location:
In person Key Traits & Competencies Required:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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