Client Service Specialist
Job DescriptionJob Description
It is time to explore new challenges in your career. Mattson Financial Services is an independent, privately-owned financial services company in Grand Rapids, MI. We are looking to add a full-time Client Service Specialist to our team.
Our Investments in You:
· Paid Time Off
· 401k Plan
· Group Health Insurance Plan
· Trip Incentives
· Spa Benefits
· Dry Cleaning
· Bonus Potential
· Monthly team celebration luncheons
· Team building and community involvement
The Expertise We’re Looking For:
· Prior Office Administrative Experience (Required)
· Proficiency with Microsoft Office suite, including Excel (Required)
· Previous experience in processing confidential paperwork (Required)
· High school degree (Required)
· Prior Experience Working in Financial Advisory Industry ()
Key Traits of a Successful Client Service Specialist:
· Able to communicate verbally and in writing
· Able to learn and adapt to changes
· Able to work efficiently in a fast-paced team environment
· Strong data processing skills
· Effective time management skills
What You Will Be Responsible For:
· Open, close, & transfer client accounts
· Generate and provide various reports to advisor & assistants
· Complete & process new client applications
· Follow-up on pending business with companies and clients
· Assist advisor with appointment preparation
· Resolve issues regarding new accounts, transfers or amendments
· Maintain database
· Respond to client inquiries as needed
· Prioritize day to day tasks and issues
· Operate with a proactive approach to advisors & clients
· Process transactions
· All other duties as assigned
Check out our website: https://mattsonfinancial.com/index.html
If you feel like we would be a good fit for each other, apply now!
Company DescriptionA financial services company committed to helping you to and through retirement. When you work with us, you become part of our financial family. We’ll help you every step of your retirement journey from creating a plan that fits your needs to implementing tax strategies that could benefit you both now and later in life.Company DescriptionA financial services company committed to helping you to and through retirement. When you work with us, you become part of our financial family. We’ll help you every step of your retirement journey from creating a plan that fits your needs to implementing tax strategies that could benefit you both now and later in life.