New Business Specialist
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Alpharetta, GA is looking for a strong, detail orientated New Business Specialist to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our clients first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!
Minimum Requirements:
- Previous experience in processing important, detailed paperwork
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Insurance & Securities industry experience preferred
- Strong organizational skills and attention to detail and accuracy
- 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:
- Prioritize day to day tasks and issues
- Operate with a proactive approach to advisors & clients
- Complete & process new client applications
- Maintain database programs
- Respond to client inquires as needed
- Opening, closing & transferring of accounts
- Generate and provide various reports to Advisor
- Process transactions
- Follow-up on pending business with companies and clients
- Assist advisor with pre-appointment preparation
- Resolve any issues regarding new accounts
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation package:
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
Education:
- High school or equivalent (Required)
Experience:
- Financial Industry: 1 year (Preferred)
Work Location: In person