Advanced Financial Services LLC Client Services Represenative Jasper, TX · Full time

Apply for Client Services Represenative

For more than 30 years, we’ve helped thousands of hard-working people make the most of retirement. Together we help our clients maximize earnings on money they don't want to lose so they can live their ideal life. Our company is made up of respectful, generous people consistently working to be better.

Key Responsibilities

Client Service & Communication

• Serve as the second line of communication for client inquiries and requests
• Coordinate and facilitate client signing appointments for various financial documents
• Provide timely account updates to new clients, ensuring a smooth onboarding experience
• Deliver professional, responsive service that reflects our commitment to client satisfaction

Transaction Processing & Documentation

• Process rollover transactions with accuracy and attention to regulatory requirements
• Prepare, process, and manage withdrawal (WD) and Required Minimum Distribution (RMD) forms
• Complete and submit applications for both new and existing clients
• Maintain accurate books and records for all client transactions

Operations & Problem Solving

• Identify operational issues during service calls and provide effective internal solutions
• Collaborate with team members to streamline processes and improve service delivery
• Handle sensitive matters such as death claims with professionalism and compassion

 

Core Behaviors: Respect, Generosity, Better, Consistency, and Simplicity

 

Qualifications

Required:

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Proficiency with computers and ability to learn financial services software
• Professional demeanor and ability to handle confidential information
• Commitment to providing exceptional customer service

Preferred:

• Previous experience in financial services, insurance, or annuities
• Knowledge of retirement products and regulations
• Familiarity with compliance requirements in the financial services industry
• Life and Health Insurance license (or willingness to obtain)

What We Offer

• Opportunity to grow within a respected financial services firm
• Supportive team environment with experienced professionals
• Hands-on training in annuities and retirement planning services
• Multiple office locations throughout Southeast Texas

How To Apply

Interested candidates should submit their resume and cover letter detailing their interest in the position and relevant experience. AFS is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

 

You can email your resume to [email protected].