Career Details

Landing Point Financial Group is growing and seeking a Client Service Specialist to join our Winning Team! The ideal candidate will have experience in a client focused role, be a part of a collaborative team, and bring a high-level of professionalism to work every day.

Who We Are:

Our mission at Landing Point Financial Group, is to “Be A Blessing” to our clients, advisors, staff, and community. We strive to create a client-first mindset while also intentionally giving back to each other and our community in various ways throughout the year. As a member of our team, you will have the opportunity to participate and help coordinate with local programs such as Second Harvest and Blessing House.

Our vision is to provide comprehensive, personalized financial advice to our clients to allow them to have financial security and achieve their financial life goals. We achieve our vision when we work together as a team, have respect for others, show integrity in our work and demonstrate a passion for excellence in all that we do. We consider it an honor and a great responsibility to come alongside our clients as their financial partner as they move through their life and the role of the Client Service Specialist is an integral part of this advisor/client relationship.

At LPFG, our employees have access to big company benefits, hybrid work arrangements and we encourage our staff to have a healthy work-life balance.

A Day in the Life of a CSS at Landing Point Financial Group:

The Client Service Specialist steps into an instrumental role as an employee of Landing Point Financial Group. Helps conduct the smooth operation of a fast-paced and friendly financial planning office.

This position completes tasks previously performed by the Advisor(s), allowing the Advisor(s) to focus more time and energy on client acquisition and deepening client relationships. The Client Service Specialist supports the many different tasks for what the practice is responsible and ties directly to the overall business plan of the practice. The Client Service Specialist allows the Advisor(s) the assurance he/she needs to know that the practice is being maintained and supported within Landing Point Financial Group guidelines.

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, touch points such as greeting cards, organizing client files, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects.

This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Duties & Responsibilities:

Client Care (60% of your time)

Greets clients upon arrival and extend hospitality to clients.
Answers incoming calls and help answer client questions accordingly.
Sets up and maintains client details within the client relationship management tool.
Writes notes or letters to clients on letterhead of administrative nature only and administers client appreciation.
Documents client contact/calls.
Informs Advisor(s) of any relevant client contact, transactions, or correspondence and documents.
Tracks client special events and makes appropriate contact per established client contact model.

Administrative Assistance (40% of your time)

Prepares correspondence for Advisor signature.
Copies and tracks all client and practice materials including business correspondence.
Copies, documents and follows-up with custodian(s) on related issues.
Schedules client appointments and prepares agendas/forms for appointments.
Coordinates wholesaler office visits.
Answers questions and provides readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Conducts client appointment reminder calls and check-in calls and follow up items.
Monitors and coordinates Required Minimum Distribution list for Advisor(s) assigned clients.
Monitors and informs Advisor(s) of concerning cash balance in client accounts.
Monitors and informs Advisor(s) of any maturing securities (e.g., certificates, bonds, and UIT, etc.).
Assists the planning assistant(s), Associate Financial Advisor(s), and Advisor(s).
Performs other allowable duties as assigned by the Financial Advisor(s).
Reviews work methods and procedures for possible quality improvements and efficiencies; proposes improvements to leadership team when appropriate.
Acts as a back up to other staff as needed.

Required Skills & Abilities:

Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Strong analytical and problem-solving skills.
Proficient with Microsoft Office Suite or related software.

Competencies:

Client Service: Manages difficult or emotional client situations; responds promptly to client needs; solicits client feedback to improve service; responds to requests for service and assistance; meets commitments.
Teamwork: Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; supports everyone’s efforts to succeed.
Professionalism: Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments; positive attitude and sincere willingness to constantly learn and grow.
Quality: Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
Attendance/Punctuality: Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.
Functional and Administrative Know-How: Knowledge of policy, technique ability to deal effectively in these areas; understands appropriate technical/operational procedures, management practices and principles; applies technical and management knowledge to existing systems and procedures; blends management skills with technical expertise; sharpens and updates skills.

Education & Experience:

Associate or higher degree from an accredited institution, college, or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
No special certifications, licenses or registrations required

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.

The Client Service Specialist is a non-exempt position, eligible for overtime and is required to work 40 hours a week, Monday through Friday from 8:30 am to 5:00 pm. Salary range is $45,000 to $70,000 annually, compensation is commensurate with experience.

Landing Point Financial Group is An Equal Opportunity Employer - We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.