Client Service Representative Houston, TX at Advisor Talent Solutions

Client Service RepresentativeLKJ Financial is a fast-growing financial planning firm in Houston TX that prides itself on delivering an outstanding client experience from the very first interaction. We are looking for a highly organized process-driven Client Service Representative who will own the new business and onboarding workflow ensuring all client applications transfers and account setups move forward cleanly and efficiently.This role is ideal for someone who thrives in a detail-heavy environment communicates clearly with both clients and teammates and understands the nuances of annuity insurance and investment account processing. You will play a central part in creating a positive confidence-building experience for our clients.What Success Looks Like in This Role:Clients feel informed cared for and confident throughout the onboarding processAdvisors experience smooth hand-offs with minimal reworkPending business moves quickly because follow-up is proactive and persistentApplications and transfers go through cleanly with low NIGO ratesCRM and trackers are always accurate and up to dateYou anticipate next steps and solve issues before they become problemsMinimum Requirements:5 years of experience in processing new business paperwork in a financial officeStrong understanding of securities paperwork annuity and life insurance paperwork transfers and processingFamiliarity with brokerage advisory life insurance and tax-qualified vs non-qualified accountsExcel proficiency and strong overall computer skillsRedtail CRM experience preferredClear concise verbal and written communication skillsAbility to work independently and anticipate next stepsThis position requires that you possess the following skills:High attention to detail and accuracyStrong follow-through and a commitment to finishing tasks without loose endsProcess-minded able to follow and improve workflowsAbility to juggle multiple cases without dropping detailsAbility to work with important paperwork and troubleshoot when neededClient-first mindset with warm professional communicationAbility to collaborate with advisors and operational teammates in a fast-moving environmentResponsibilities:Putting client needs first is deeply rooted in our culture and at the core of everything we providing excellent client service you will:Prepare and submit new account applications and transfer paperwork ensuring accuracy and good orderMonitor pending business daily and proactively follow up with carriers custodians and transfer companiesTroubleshoot Not in Good Order issues and resolve them quicklyKeep trackers and our CRM updated so advisors and the team always have current informationProvide timely updates and serve as a reliable point of contact for clients throughout the processCoordinate signatures through DocuSign and assist clients with basic technical questionsHandle incoming service calls related to new business and support handoffs between advisors and operationsIdentify workflow bottlenecks and recommend improvements when neededSupport compliance requirements related to documentation and recordkeepingAdditional duties and responsibilities as required by managementSalary: $60k - $70k based on experienceBenefits:Group medical dental and vision insurance with the firm paying a portion of the premiumsGroup life insurance firm pays 100% of the premiumGroup long and short-term disability firm pays 100% of the premium401(k) with employer matchProfit-Sharing eligibilityCompetitive PTOFlex time programPaid HolidaysHours:In office: Monday-Friday 8:30am-4:30pm or 9:00am-5:00pmMay be required to attend up to 2 evening client events a monthPresented by Advisor Talent SolutionsAdvisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at Required Experience:Unclear Seniority Key Skills Bidding,Apprentice,Bricklayer,Airport,Jni,Airlines Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 60 - 70