Client Service Specialist - Resource Consulting Group
Hightower Advisors | |
vision insurance, parental leave, 401(k) | |
United States, Florida, Orlando | |
301 East Pine Street (Show on map) | |
April 27, 2024 | |
Your Future Team Resource Consulting Group (RCG), is an independent, fee-only financial planning and investment advisory firm. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen. Purpose: Helping you live your ideal life. Niche: Reducing the complexities of wealth through discipline and expertise. Core Values: Passionate | Balanced | Responsible | Humble | Collaborative Four Uniques: Credentialed/Expertise | Stable (longevity) | Collaborative | Comprehensive Job Summary We are looking for a Client Service Specialist to join our team. You will handle the coordination and overall management of client account documentation and maintenance. You will collaborate with the advisor team to prepare client reports and maintain contact with clients in a positive and client-centric approach. You will report to the Operations Manager. #LI-Onsite What You'll Do
Required Skills
What You'll Bring
What We Offer
Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities and skills required for this job. AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. |