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Customer Service Representative / Data Entry

Company: McAdams Group, LLC
Location: Cordova
Posted on: May 27, 2023

Job Description:

Want the opportunity of a lifetime with no downside risk? Rapidly growing, local Financial Planning Firm is seeking a motivated candidate to join our well-established team! - At McAdams Group LLC, our main goal is to help people who are in or nearing retirement, build a strategy based on their specific goals, to help enable them to generate renewable streams of income for their retirement. If you want to genuinely help people protect their hard-earned assets, while creating a career path and building your financial future, you won't want to miss out on this opportunity! We are seeking a candidate with at least 3-5 years of experience working in the financial industry. Responsibilities include but may not be limited to regular contact with clients processing ACAT, insurance and brokerage applications. It will also include data gathering, set-up and maintenance of investment accounts, preparation of client reports, scheduling meetings and troubleshooting problems.We are a rapidly growing organization that is continually looking for skilled people with experience in the financial industry. - We realize that it may be difficult to find someone who is highly skilled in all of these areas. - For this reason, we may tailor the position to the candidate we choose. - -Other industry experience and strengths will be considered in determining which skills will best meet our team's needs.Key Responsibilities

Communicate with clients verbally and in writingDeliver superior client service, troubleshoot problems, schedule meetingsMeet with clients and prepare paperwork as directed by the agentComplete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.Submit applications to carrier with client's check, rollover paperwork, or transfer paperwork and most recent statements Follow up on all pending transfers by checking carrier website or contacting the companies directlyFrequently communicate with clients regarding the activity of their accounts that are getting establishedServe as a liaison between Advisors and clients as neededManage client information - prepare client reports, submit and follow up on necessary paperwork, maintain client files and activity reports in databasePromote referrals among our -existing clients/Plan and attend referral eventsWork closely with other financial intermediaries, such as brokerage firms, investment companies, accountants, attorneys etc.Track and report on metrics Qualifications & Skills
Proficient in computer skills-Microsoft Word, Excel & Outlook. CRM experience is a plusAt least 3-5 years of experience working within a financial firm a plusStrong written and verbal communications skillsCollaborative -team player, able to work with and through othersAbility to establish and maintain positive relationships with existing and potential clientsMust be detail oriented with strong organizational and time-management skillsAmbitious with a sense of urgency and initiative; proactive - vs. reactive -** -This is a full-time position with an excellent benefits package. Compensation is based on salary and bonus.Powered by JazzHR

Keywords: McAdams Group, LLC, Memphis , Customer Service Representative / Data Entry, Sales , Cordova, Tennessee

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