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
Responsibilities:
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