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Ready to take the next step in your accounting career? Join our team and unlock endless opportunities in the dynamic world of finance and numbers! With the chance to drive innovation, make a real impact on businesses and society, and find genuine job satisfaction, the accounting industry offers a rewarding path for those seeking growth and fulfillment. Explore our job listings today and kickstart your journey towards a successful and fulfilling career in accounting.

Client Services Specialist

Jacksonville, FL 32256

Posted: 04/23/2024 Career Field: Accounting Job Number: 12535 Pay Rate: $60000 / year

Job Description

Location: The Villages, FL

About Us:

We are dedicated to providing top-tier financial guidance and investment services. We specialize in wealth management, particularly in annuities and investments. Our team is committed to delivering personalized service that meets our clients' unique financial needs.

Job Description:

We're seeking a Customer Service Specialist with a strong background in wealth management offices. This role is pivotal in supporting our clients, managing their annuities and investment accounts, and ensuring a seamless service experience.

Key Responsibilities:

  • Manage client inquiries and transactions related to annuities and investments.
  • Handle client communications, including calls, emails, and in-person drop-ins.
  • Prepare accurate account summaries and required documentation.
  • Ensure compliance with financial regulations in all transactions.
  • Efficiently manage multiple service requests daily.
  • Utilize CRM tools such as Redtail, Salesforce, or similar for client account management.


  • Proven experience in a wealth management support role.
  • Strong knowledge of annuities and investment products.
  • Excellent communication and organizational skills.
  • Proficient in CRM software (Redtail, Salesforce, etc.).
  • A problem-solver with a client-first mindset.
  • Ability to work well both independently and as part of a team.

Why Join Us:

  • Be part of a supportive and dynamic team in a growing firm.
  • Opportunities for professional development and advancement.
  • competitive compensation and benefits package.

We are an Equal Opportunity Employer.

Job Type: Full-time

Salary: $50,000.00 - $60,000.00 per year


401(k) matching

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Compensation package: Performance bonus/commission

Reach out to to discuss further.

Additional Information

About ROLINC Staffing:  Connecting great job seekers with great companies along the Colorado Front Range and beyond! ROLINC Staffing provides targeted talent solutions for manufacturing, distribution and construction companies as well as government facilities, and helps career-seekers find jobs within those industries.  ROLINC also offers solutions for HR, safety, cost containment and other employment solutions and best practices.   Founded in 1991 in Englewood, CO, ROLINC was a firm ahead of its time trying to connect businesses with qualified candidates through an exclusive online network: Resumes On-Line, Inc. (ROLINC). In 1993, we transitioned away from the online database model. Instead, we focused on becoming a niche staffing firm, moving into the skilled trades, construction trades and industrial services.   Reach out to ROLINC today if you are pursuing a position that uses your targeted skills. We strive to hit the mark!

Meet Your Recruiter

Jasmine Weber

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