Client Service Specialist

The Client Service Specialist (CSS) will support the entire team but will have significant focus on the planning process and will work directly with the firm's Para-Planners and Financial Advisors. CSS’s must have outstanding professional appearance, be extremely punctual, maintain a great attitude, and be willing to do whatever it takes to make the client experience over the top while maintaining company protocol.

Requirements:

· Bachelor’s Degree

· Proficient with Microsoft Office Suite (Outlook, Excel, Word & PowerPoint)

· Excellent communication skills; both verbal and written

· Superior client service skills

**Must be willing and able to become licensed in Health and Life Insurance and become appointed with multiple insurance carriers within the first 6 months of employment

Why Choose a Career at Retirement Solutions Group?

At Retirement Solutions Group (RSG), our goal is to enhance the lives of both our clients AND our team members. It is part of our DNA and a key point in our stated Mission. We offer first class team member experience through a culture of teamwork, performance, teaching, accountability, and FUN! There are no boundaries on what a team member can do within the organization- if goals are set and performance is achieved, the sky is the limit! We are a very fast-paced and ever evolving organization built on excellence and a pure growth mindset. We want only the exceptional on the team and we will continue to build an exceptional organization that supports, benefits, and believes in bettering the lives of every key stakeholder.

Here are a few key benefits that come along with a career with RSG!

Generous paid time off

Subsidized Health insurance

Dental Insurance

Vision Insurance

Accident/Hospital Insurance

Identity Theft Insurance

Legal Insurance

Pet Insurance

401(k)

401(k) matching

Company Paid Life Insurance

Health savings account

Flexible spending account

Employee assistance program

Paid training

Quarterly Bonus Program

Monthly Lead Bonus Program

Client Referral Bonus Program

New Employee Referral Bonus Program

Clothing allowance after 90 days

Regularly Scheduled Team Building & Professional Development Events

Individual professional development and ongoing education (Strategic Partner Conferences and classes, continuing education, leadership development)

Annual Team Trip Incentive

Complimentary PTO awarded for working marketing events outside of normal business hours

Paid volunteerism during work hours

Quarterly Charity Drive (RSG Cares)

Upscale work environment

Flexible break and lunch times

Work Anniversary and Birthday gifts

Company provided snacks and coffee

Upscale client events and guest speakers

Core Competencies:

· Strong attention to detail and excellent organizational skills required.

· Must be self-motivated and able to prioritize tasks and follow-through.

· Must have the ability to multi-task in a fast paced and deadline driven environment.

· Must be able to maintain professionalism and a positive service attitude at all times.

· Significant attention to detail is required.

· Must be able to work Monday to Friday, 9:00 a.m. to 6 p.m. and additionally some evenings and weekends for client events, marketing events, etc.

Primary Responsibilities:

·Oversee the Client Review Process

· Establish Investment accounts

· Establish Insurance accounts

· Accurately allocate and reallocate funds with retirement plan data and products relating to such

· Meets with clients to assist Advisors- takes notes, follows processes and protocol, prepares documents, follows up with clients, processes client requests, etc.

· Assist in maintaining Outlook calendar(s) in current and accurate status.

· Coordinates meetings and conference calls as needed or anticipated.

· Prepares meeting materials for client reviews.

· Assist with keeping inventory of all office supplies for the Planning Department.

· Records notes at various meetings and archives them accordingly.

· Develops and maintains accurate written record of all activities using CRM database.

· Performs all other assigned duties.

The Retirement Solutions Group Philosophy

Our Vision

“To be the LAST financial advisor for our client families and be the BEST-IN-CLASS employer for our team members.”

Our Mission

“To advise, inspire, empower, and co-create an exceptional life for our clients, our team members, and their families; now and for the future.”

Our Core Values

WE WILL…

· Be passionate and make a positive impact on the lives of our clients, team members and community, while partnering to achieve their goals.

· Be proactive by continuously learning and constantly striving to understand the current and future needs of our client’s and team members.

· Be consistent in our follow through by doing what we promised in an efficient and expedient manner.

· Exceed expectations by implementing innovative and thoughtful actions for our clients and team members, creating a best-in-class experience.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 1 year (Required)

Work Location: One location

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