Job Opportunity
Client Service Speciality
Puckett Financial Group is currently seeking a full-time Client Service Specialist to join our team. If you enjoy working collaboratively, have a compassionate nature, and have multi-tasking skills, this may be the perfect job opportunity for you. The ideal candidate for this position must be dedicated to providing exceptional client service at all times. You’ll play a critical role in the operational success of our office, under the guidance of a Financial Advisor, whom you will assist.
To apply, please read the job description below and send your resume and cover letter to Dawn Combs at dawn@pswealth.com
Requirements:
- 3+ years in client service or client-facing role (Financial Services/Wealth Management) is preferred
- Bachelor’s degree or equivalent experience preferred
- Strong computer skills and aptitude for technology, including Microsoft Office systems (Excel, Word, PowerPoint, etc.)
- Strong interpersonal skills
- Exceptional written and verbal communication skills, excellent grammar, and phone/office etiquette
- Ability to adapt to changes in the work environment, handle challenging demands, and work well under time pressure
- Solid work ethic, professionalism, and a positive attitude
- Position requires a high level of confidentiality
Responsibilities:
- Provide administrative support to Financial Advisor
- Prepare and review all new account paperwork to ensure documents are complete and in good order
- Verify accounts are traded into the accurate model, supervise incoming rollovers and transfers to ensure that all applicable accounts are moved
- Process checks
- Contact and schedule meetings/calls with clients and prospective clients
- Maintain and update CRM system with new and current contact info as well as relevant data for clients
- Assist in the preparation and printing/delivery of reports and other materials for client meetings; scan materials where needed
- Assist with client requests and deliver exceptional service
- Other administrative duties as required and assigned
Compensation and Benefits:
Compensation commensurate with experience within the wealth management industry.
We offer a competitive benefits package that includes:
- 401(k) with company match
- Paid time for vacation, illness, volunteering
- Health, dental, and vision insurance
