Client Services Specialist

Company: CuraFin Advisors
Location: Scottsdale
Posted on: May 15, 2022

Job Description:

**This is an in-house position; candidates must reside in Arizona. Relocation assistance is available.

Position Overview: - - The Client Service Specialist (CSS) is responsible and accountable for delivering the ultimate client service experience to CuraFin Advisors, clients, and plan participants.

Qualities:
Experience with record keeper, third-party administrator, or custodian highly recommended.
Experienced client services professional
ERISA plan management is a must
Possesses a passion to help teams and clients
Exceptional communication skills
Strong organizational skills
Ability to work with many personality types

Primary Tasks and Responsibilities:
Client Services
Serve as the main point of contact to plan participants, C-Suite/ HR teams to ensure a positive client service experience
Coordinate with staff members to ensure client needs are addressed
Responsible for client and plan participant education, new client onboarding, website access, document portal, and CuraFin staff responsibilities
Serve as the first point of contact to participant needs; loans, rollovers, distributions, enrollment questions
Serve as the first point of contact for C-Suite/ HR teams; administrative liaison to record-keepers, third-party administrators, custodians
Track and coordinate all CuraFin client workflows between CuraFin staff and clients.

CuraFin Administration
Open and prepare the office for daily operations
Serve as backup to Reception to answer incoming phone calls
Perform miscellaneous administrative tasks critical to CuraFin workflows

Operations
Limited duties related to executive admin support; scheduling, meeting minutes, CRM maintenance
Liaise daily with third-party service providers on client and participant account matters

Client Services Oversight:
Implement the CuraFin onboarding process for all new clients
Capture and file all client documents in the appropriate fiduciary vault
Educate and establish client with online credentials for document portal and online account access
Schedule client investment committee, enrollment, financial wellness, advisor meetings, and conference calls
Record investment committee meeting minutes
Manage Investment Committee Meeting, Financial Wellness annual calendars
Generate and manage client communications by phone, mail, and/or email
Fulfill clients' request and deal with service-related issues
Prepare all record-keeper, third-party administrator, custodial and CuraFin forms for client signature
Notarize documents for clients as requested

Operations:
Track and record all client and participant communications per the CuraFin compliance process.
Adhere to all CuraFin compliance processes.

CuraFin Administration
Train and educate staff and new hires on client service and CuraFin Admin workflows
Periodic review and update of client service processes
Document management pursuant to CuraFin process
Review and upkeep of client data entered into CRM

Keywords: CuraFin Advisors, Scottsdale , Client Services Specialist, Other , Scottsdale, Arizona