Skip to content

Client Service Specialist (CST) - Hermening Financial Group, LLC

Client Service Specialist (CST) - Hermening Financial Group, LLC

Location:    Wausau Office  

Status:     Full Time with full benefits package     

Typical Hours:    (M-F) 40 hours per week 

Rate of pay:    $19.25/hr, negotiable based on experience  


Summary 

The Client Services Specialist helps to conduct the smooth operation of a fast-paced financial planning office, assisting in delivering a wide range of critical client support to the advisors and helping to provide the resources and guidance that Hermening Financial Group (HFG) clients need to achieve their financial goals.   

 

This role provides client relationship support by ensuring both accurate account set ups and reliable ongoing account services.   

 

Duties and Responsibilities 

  • Employees are expected to exhibit the Core Values of the firm:      

  • WOW!   

  • Initiative & Effectiveness 

  • Resourcefulness 

  • Team-Minded 

  • High Standards (of Self and Others) 

 

  • Create and track client investment paperwork and/or account activity to project completion as is necessary in the event of investment transfers, deposits, withdrawals, account ownership changes, account beneficiary changes, and other account services that may arise. 

 

  • Provide customer service to existing clients by solving problems and answering questions regarding their accounts, paperwork and/or processes related to the implementation of their financial plans.   

 

  • Populate and maintain accurate client data in Client Relationship Management database 

 

  • Assists staff in creating and delivering a unique client experience that defines and differentiates the practice.  Employees are expected to positively represent the practice to clients, affiliates, and other individuals with whom they come in contact.   

 

  • Adhere to professional ethical standards that define appropriate treatment of clients, define best practices in the financial services industry, and are specified by the professional groups or agencies governing the issuance of their respective licenses and/or credentials. 

 

  • Provide support to other HFG staff and HFG affiliated offices  

 

  • Attend company and/or team meetings. 

 

  • Responsibilities may change over time to meet the needs of the practice and can include other duties as assigned by Direct Report, Operations Director, or Franchise Owner. 

 

  • Strongly encouraged to contribute to and participate in the community, in ways consistent with their talents and gifts.  

 

Competencies and Talents 

  • Well Organized 

  • Competency in Microsoft Office Suite (Word, Excel, Teams and Outlook) and skillful navigation of web browsers. 

  • Strong verbal/written communication skills 

  • High level of client service 

  • Attention to detail and ability to meet deadlines 

  • Maintain confidentiality in all aspects of the job 

  • Works well independently with little direct supervision, as well as in a team environment 

  • Effectively responds to questions from clients, colleagues, and the general public 

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists   

  • Ability to interpret a variety of instructions furnished in various forms 

 

Benefits 

  • Health Insurance (95% employer paid) 

  • Health Savings Account 

  • Dental Insurance (95% employer paid) 

  • Section 125 offering 

  • Flexible Spending Account 

  • Paid Holidays 

  • Paid Time Off 

  • Flex Time 

  • Charitable Contribution Matching 

  • 401k Eligible 

 

Reasonable Accommodation 

In accordance with the American with Disabilities Act, requirement modifications and accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly working in an office setting. The noise level in the work environment is usually quiet to moderate. 

 

This job description in no way states that these are the only duties to be performed by the employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor. 

 

 

Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Entry Level

Job Function : Administrative

Powered By GrowthZone