Client Service Representative

Sarasota, Florida | Client Service Team

The Client Service Representative plays a critical role in providing exceptional customer service to our valued clients. This role is responsible for managing day-to-day client interactions, ensuring a seamless and positive experience across a wide range of administrative and support functions. The ideal candidate will have strong organizational skills, a client-centric focus, and be comfortable working in a dynamic financial services environment.

Key Responsibilities

Client Communication:

  • Answer incoming client calls and emails promptly, addressing inquiries and concerns professionally.
  • Follow up on client requests and outstanding service items in a timely manner.
  • Proactively update clients regarding the status of their requests or pending actions.

Administrative Support:

  • Schedule client appointments, and facilitate introductions to CPAs, Estate Attorneys, or other professionals as needed.
  • Prepare and print all necessary file documentation for advisor’s daily client interactions.
  • Assist clients in reallocating existing 401(k) accounts, following the advisor’s recommended allocation models.
  • Process withdrawal requests accurately, and diligently track their completion.

Data Management:

  • Maintain accurate and updated client records, ensuring confidentiality and organization.

Collaboration:

  • Facilitate smooth communication between the financial advisor and clients, acting as a reliable liaison.
    Cooperate with other departments or team members to resolve client issues or meet special requests.

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Benefits and Perks

At W.A. Smith Financial Group, we believe in investing in our team as much as we invest in our clients' futures. We offer a comprehensive benefits package designed to support your financial well-being, health, and overall happiness.
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Costa Rica Incentive Trip 2023

401(k) Retirement Plan

Health Insurance

Paid Time Off

Perk and Incentive days off

Team Events

Dental Insurance

Long-Term Disability Insurance

Life Insurance

Health Savings Account Eligible

W.A. Smith Financial Group is the place for professionals with a

Commitment to Excellence

Looking to be on a dynamic team that’s recognized throughout Northeast Ohio?

Ready to be busy and constantly learning and join a dynamic team?

Are you ready to join one of the fastest-growing RIAs in the country?

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Great Lakes Retirement, Inc., (DBA W.A. Smith Financial Group (W.A. Smith), (this website) is owned and operated by W.A. Smith. W.A. Smith offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of W.A. Smith as of the date hereof, which are subject to change without notice at any time. W.A. Smith does not represent that any opinion or projection will be realized. Neither W.A. Smith nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Smith Financial, LLC. We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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