Client Operations Specialist
Retirement Solutions, Inc.
Retirement Solutions, Inc.
Provo, UT Provo, UT Full-time Full-time $22 - $24 an hour $22 - $24 an hour 2 days ago 2 days ago 2 days ago
Job Description:
Client Operations Specialist Our successful financial planning firm in Provo, UT, is growing, and we want to add another member to our team! We are seeking a full-time Client Operations Specialist to help new/existing clients with customer service work.
Our A player qualities emphasize honesty, courage, and openness, prioritizing integrity in all actions.
Be passionate about impacting finances, aiding others, and personal growth.
Commit to hard work, proactivity, and accountability, refusing to make excuses.
Foster a growth-oriented mindset, embracing challenges, and learning from mistakes.
Prioritize teamwork, communication, and reliability, valuing collaboration over individual ego.
Office Hours:
Mon - Thursday 8:
30-5:
30, Friday 8:
30 - 3:
00, some late evenings Pay:
$22 - $24 depending on experience
Job Description:
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation, including updating client account summaries for their review meetings, preparing advisors for their review meetings, and preparing issued accounts for delivery.
Benefits:
Paid Time Off:
Up to 13 days per year Holiday Pay:
Up to 5 days per year Health Benefit SIMPLE IRA with Employer Match (up to 3%) Flex Time Policy to accommodate family obligations, health care appointments, personal emergencies, etc.
Clothing Allowance Bonuses on Production Life Insurance (after six months of employment)
Responsibilities:
Prepare and process appointments and applications.
Record and update client records and company trackers Assist with client service requests Coordinate and follow up on each client transfer Handle day-to-day client transactions and problem resolution Provide outstanding customer service via appointment, phone, or email Assist with scheduling appointments Develop, manage, and retain strong client relationships Maintain professional communication with clients and team Assist with client updates, reports, and mailings
Qualifications:
Honest Bachelor's Degree preferred, but not required, or 2
years of office experience Proficient in Microsoft Office Suite (Outlook, Word, Excel, and OneNote) Self-directed initiative Can follow processes/instructions Ability to maintain professionalism and confidentiality when dealing with sensitive information and business matters Ability to work independently, utilizing good common sense and resourcefulness Excellent time management skills and the ability to prioritize work Attention to detail and problem-solving skills Excellent written and verbal communication skills Phenomenal phone skills and knowledge to build trust with clients Do Not Apply if:
You are looking for something short-term You don't have a sense of humor and enjoy life You are a negative person You can't take constructive criticism You can't handle a little swearing You can't work 40 hours a week If you meet or exceed the expectations described above, please apply today! Email a short explanation of why you think you're the perfect fit for this position and your resume to email protected Additional information:
At Retirement Solutions, we are highly interested in team chemistry.
Therefore, collaboration and working closely with team members are necessary.
The company culture is a family-friendly, fun, light, sarcastic atmosphere, and head down getting work done.
We offer the opportunity to grow and take on new responsibilities in a great work environment.
Job Type:
Full-time Pay:
$22.
00 - $24.
00 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Ability to Relocate:
Provo, UT 84601:
Relocate before starting work (Required) Work Location:
In person Our successful financial planning firm in Provo, UT, is growing, and we want to add another member to our team! We are seeking a full-time Client Operations Specialist to help new/existing clients with customer service work.
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation, including updating client account summaries for their review meetings, preparing advisors for their review meetings, and preparing issued accounts for delivery.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Retirement Solutions, Inc.
Provo, UT Provo, UT Full-time Full-time $22 - $24 an hour $22 - $24 an hour 2 days ago 2 days ago 2 days ago
Job Description:
Client Operations Specialist Our successful financial planning firm in Provo, UT, is growing, and we want to add another member to our team! We are seeking a full-time Client Operations Specialist to help new/existing clients with customer service work.
Our A player qualities emphasize honesty, courage, and openness, prioritizing integrity in all actions.
Be passionate about impacting finances, aiding others, and personal growth.
Commit to hard work, proactivity, and accountability, refusing to make excuses.
Foster a growth-oriented mindset, embracing challenges, and learning from mistakes.
Prioritize teamwork, communication, and reliability, valuing collaboration over individual ego.
Office Hours:
Mon - Thursday 8:
30-5:
30, Friday 8:
30 - 3:
00, some late evenings Pay:
$22 - $24 depending on experience
Job Description:
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation, including updating client account summaries for their review meetings, preparing advisors for their review meetings, and preparing issued accounts for delivery.
Benefits:
Paid Time Off:
Up to 13 days per year Holiday Pay:
Up to 5 days per year Health Benefit SIMPLE IRA with Employer Match (up to 3%) Flex Time Policy to accommodate family obligations, health care appointments, personal emergencies, etc.
Clothing Allowance Bonuses on Production Life Insurance (after six months of employment)
Responsibilities:
Prepare and process appointments and applications.
Record and update client records and company trackers Assist with client service requests Coordinate and follow up on each client transfer Handle day-to-day client transactions and problem resolution Provide outstanding customer service via appointment, phone, or email Assist with scheduling appointments Develop, manage, and retain strong client relationships Maintain professional communication with clients and team Assist with client updates, reports, and mailings
Qualifications:
Honest Bachelor's Degree preferred, but not required, or 2
years of office experience Proficient in Microsoft Office Suite (Outlook, Word, Excel, and OneNote) Self-directed initiative Can follow processes/instructions Ability to maintain professionalism and confidentiality when dealing with sensitive information and business matters Ability to work independently, utilizing good common sense and resourcefulness Excellent time management skills and the ability to prioritize work Attention to detail and problem-solving skills Excellent written and verbal communication skills Phenomenal phone skills and knowledge to build trust with clients Do Not Apply if:
You are looking for something short-term You don't have a sense of humor and enjoy life You are a negative person You can't take constructive criticism You can't handle a little swearing You can't work 40 hours a week If you meet or exceed the expectations described above, please apply today! Email a short explanation of why you think you're the perfect fit for this position and your resume to email protected Additional information:
At Retirement Solutions, we are highly interested in team chemistry.
Therefore, collaboration and working closely with team members are necessary.
The company culture is a family-friendly, fun, light, sarcastic atmosphere, and head down getting work done.
We offer the opportunity to grow and take on new responsibilities in a great work environment.
Job Type:
Full-time Pay:
$22.
00 - $24.
00 per hour Expected hours:
40 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Ability to Relocate:
Provo, UT 84601:
Relocate before starting work (Required) Work Location:
In person Our successful financial planning firm in Provo, UT, is growing, and we want to add another member to our team! We are seeking a full-time Client Operations Specialist to help new/existing clients with customer service work.
The purpose of this position is to service new and existing clients, helping to handle incoming client service calls, database management, and client appointment preparation, including updating client account summaries for their review meetings, preparing advisors for their review meetings, and preparing issued accounts for delivery.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
