Account Manager

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).

$55,000 - $75,000

• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Conduct regular financial reviews and offer recommendations to help clients meet their financial goals.
• Utilize CRM software to track client interactions, update information, and forecast future needs.
• Collaborate with internal teams to ensure seamless delivery of services and address any client concerns promptly.
• Stay updated on industry trends, regulations, and best practices to provide informed advice to clients.

• Receive incoming client service calls in a friendly, warm manner
• Record notes form every client conversation in the database
• Complete the process new business applications
• Create appropriate client file for each new account
• Complete and process client service work
• Submit any additional client contributions to appropriate account
• Update database to reflect account status regarding account service or new business
• Follow-up on pending business with appropriate companies and call each client with an update
• Resolve any issues regarding new accounts, transfers, or amendments
• Prep all new accounts for delivery and schedule delivery meeting with client
• Follow-up on pending service work and call each client with an update
• Assist Advisor with pre-appointment preparation (applications, etc.)
• Gather account values and complete client review summary for upcoming appointments
• Call clients with annuity renewals and give Advisor’s recommendation
• Complete, submit, and maintain compliance blotters and transactions
• Present and review YTD production and pending business report during weekly team meeting
• Manage RMDs for all qualified client accounts
• Process transfer paperwork
• Maintain current licenses and appointments with agencies and companies
• Provide business submitted/issued report to Advisor
• Review database to ensure client records are up to date

Knowledge, Skills, and Abilities

• Highly organized with strong follow-through
• Process driven while completing tasks
• Ability to prioritize day-to-day tasks and issues
• Resourceful in problem resolution
• Phenomenal phone skills and ability to build trust with clients
• Operate with a proactive approach when dealing with Advisor and clients
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Demonstrates persistence to achieve quality
• Not adverse to change
• Ability to learn quickly
• Positive disposition
• Highly organized
• Team oriented

Minimum Requirements

• 3 Years prior experience working in insurance and/or financial industry
• Proficient in Microsoft Office and CRM software

We pay 100% of:

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K Match

Paid Time Off