Client Service Specialist

Keystone Financial Resources, LLC

Brentwood, TN

General Summary of Duties and Responsibilities

A client-centric approach is deeply rooted in our culture and at the core of everything we do. We are seeking a strong, detail-oriented Client Service Specialist to assist with various industry-specific tasks in a fast-paced environment to help ensure day-to-day client interactions run efficiently—while always putting clients first.

This role supports the Advisors with a wide range of responsibilities and plays a critical role in delivering high-quality client experience.

Salary Range

$55,000 - $60,000

Job Duties & Responsibilities

Ability to prioritize day-to-day tasks, issues, and ongoing projects
Operate with a proactive approach when working with advisors and clients
Complete and process internal and external servicing requests
Accurately document all client and advisor interactions in the CRM system
Ensure timely upload and secure storage of all client documents in accordance with firm policies
Promptly respond to client inquiries and issues
Generate and provide various reports to Advisors
Assist in the development of executive summaries
Follow up as necessary with vendor companies and clients
Support Advisors with appointment preparation by gathering account information, preparing client review summaries, and generating client reports

Knowledge, Skills & Abilities

Bachelor's Degree preferred
TN Life and Health License or must pass course at company's expense within 90 day
Strong organizational skills with exceptional attention to detail and strong follow-through
Demonstrated persistence to achieve high-quality results
Excellent verbal and written communication skills
Self-directed with strong initiative
Process-driven mindset
Prior experience working in the financial industry
Resourceful in problem resolution
Exceptional phone skills with the ability to build trust and rapport with clients
Proactive approach when dealing with advisors and clients
Experience working in a fast-paced environment
Effective time management skills
Experience processing confidential paperwork
Prior client interaction in an office environment
Intermediate to advanced computer skills
Insurance licensing strongly preferred

Personal Skills

Enjoys completing and processing paperwork
Highly organized and detail oriented
Strong time management skills
Willing and able to work collaboratively as part of a team

Benefits

SIMPLE IRA with 3% company match after 12 months of full-time employment
Paid holidays, including 1.5–2 weeks off at Christmas
Birthday or Birthday Friday off
10 PTO days after 90 days of full-time employment, 15 PTO days after 12 months of full-time employment
Half-day Fridays

Schedule & Work Hours