Employee Health Services Manager jobs in Flagstaff, AZ

Client Service Advisor

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service we would like to talk to you!

Our growing financial service firm in Prescott, AZ is seeking to add a Client Service Advisor to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, client service meetings, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Bachelor’s Degree, preferred
• 2 years of Financial Industry experience required
• Series 65/Life and Health Licensing, preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities:

This Client Service Advisor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and complete client appointments. Other daily, weekly, and monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Take client appointments
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments

Salary:

•  $45,000 - $50,000

Benefits:

• Health
• Dental
• 401K
• PTO

Hours:

• Some evenings required for client events