GreenvilleSCRecruiter Since 2001
the smart solution for Greenville jobs

Client Specialist

Company: TruNorth Advisors
Location: Greenville
Posted on: May 14, 2022

Job Description:

Our fast-paced financial firm in Greenville, SC is looking for a strong, detail orientated Client Specialist to ensure the onboarding of the client and make their work with us as enjoyable and smooth as possible.

We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!

Minimum Requirements:

Previous experience in processing new business paperwork in a financial office preferred, but not required

Intermediate to advanced computer skills desired. Experience with excel required.
Must have a positive attitude
This position requires that you possess the following skills:

Strong organizational skills and attention to detail
Ability to work with important paperwork without much client interaction
Ability to demonstrate persistence to achieve quality
Excellent communication - both verbal and written
Self-directed initiative
Process driven
Strong follow-through
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

Complete and process all applications for business submitted by agents
Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
Submit all completed in good order applications and forms to the proper agencies.
Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
Research and analyze application issues and provide problem resolution
Answer requests and respond to their needs in a timely manner
Additional duties and responsibilities as required by management

Keywords: TruNorth Advisors, Greenville , Client Specialist, Other , Greenville, South Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest South Carolina jobs by following @recnetSC on Twitter!

Greenville RSS job feeds