Job Description

The purpose of this position is to help new and existing clients by answering their questions and guiding them through every step of the process from the day they sign paperwork to the day that their completed plan has been implemented. This includes prepping and submitting account opening paperwork, doing 401(k) calls and submitting transfer paperwork to begin the process of transferring funds to our platform, tracking the onboarding process and providing updates to the advisors as necessary, and assisting with plan implementation.

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include:

• Preparation of all applicable paperwork and financial roadmaps prior to client meetings.

• Utilize websites and software to obtain client and product information

• Respond to client service calls, emails and texts in a friendly manner

• Track account openings and money movement and resolve any issues promptly and thoroughly.

• Input detailed notes into CRM and keep updated

• Coordinate and follow up on client transfers, contributions, distributions

• Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion

• Prepare client file for upcoming appointments, and process meeting follow up items

• Maintain professional communication with clients and staff

• Assist with client update reports and mailings

• Assist in setting client appointments for Advisor

• Cross train to assist with Existing Client workflows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

• Associates Degree preferred

• Financial Industry experience required

• 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred

• Experience with MS Office Suite and the ability to learn new software quickly held previous job as a Client Service Advisor or Client Service related position at a financial advising firm or institution. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.