Do you have superior customer service skills and a great work ethic that you want to contribute to a growing office? Myers Capital Advisors is seeking a strong, detail-oriented Client Service Specialist to ensure the office runs efficiently.
GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires employee to perform industry-specific tasks such as application submission, account transfer follow-up, and client service work. This includes charges/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation (i.e. updating client account summaries and gathering the correct product brochures and applications).
