2018-09-20

Financial Client Service Specialist and Case Manag
Job Opportunity at Career Development Partners

Posted on Sep 20

http://www.CareerDevelopmentPartners.com    918-293-0500

Location: Tulsa, OK
Job Type: Full Time
Job ID: W4166323

CLIENT SERVICE SPECIALIST

Tulsa, Ok

FINANCIAL CLIENT SERVICE SPECIALIST IMPACT:
  • Join an industry leader recognized by the Financial Times and advance your career as as a Client Service Specialist and Case Manager.
  • Enjoy outstanding benefits, a team environment and broad opportunity for growth and advancement.

FINANCIAL CLIENT SERVICE SPECIALIST BENEFITS:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits include: Health, Dental, 401k with match and PTO above industry standards. 

FINANCIAL CLIENT SERVICE SPECIALIST DETAILS:
  • Business Processing:
    • Preps and submits Applications and forms and confirms that documents are received at Home Office
    • Tracks Business with the Home Office (maintains business processing spreadsheet) and addresses any NIGO’s
    • Checks to confirm that new business has been completed and marks it done on the tracker
    • Follows up with clients on outstanding forms and maintains Forms to Client spreadsheet
    • Tracks Insurance Applications and Underwriting and addresses any additional requirements/NIGO’s
    • Tracks Transfers and Rollovers and addresses any additional requirements/NIGO’s
    • Daily trading
  • Administrative:
    • Serve as back-up person for incoming phone calls, greeting clients
    • Trains AFA’s on forms/letters
    • Submits paperwork for client turn-in’s, transfers
  • Compliance
    • Develops and Monitors the Firm’s Compliance Program
    • Ensures that all Activities Meet the Requirements of Federal, State and Local
    • Legal and Regulatory Agencies
    • Maintains and Tracks State Securities and Insurance Licenses for all
    • Advisors and Licensed Team Members
FINANCIAL CLIENT SERVICE SPECIALIST BACKGROUND:
  • Previous experience working within a financial institution
  • Exceptional client service abilities
  • Critical thinking capabilities
  • Strong initiative, with the ability to stay focused and proactive while working independently
  • Effective written and verbal communication skills
  • A focus on detail and accuracy
  • The aptitude to learn and understand the financial services industry

FINANCIAL CLIENT SERVICE SPECIALIST NEXT STEPS:
  • Advance Your Career - Apply Today.



FINANCIAL CLIENT SERVICE SPECIALIST Tulsa, Ok
Facebook LinkedIn
AccountingProfessional.com is owned, operated, and copyrighted by Career Marketplace (© 2002-2019, All Rights Reserved)
CAREERMARKETPLACE INC BBB Business Review