36350 Detroit Road
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)
Administrative Assistance (40% of your time)
Required Skills & Abilities:
Education & Experience:
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.