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.

Qualifications:

• 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

Benefits:

401(k) matching

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

Compensation package: Performance bonus/commission

Reach out to j.weber@rolinc.com to discuss further.