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Leading and Learning, Inc.

Coral Gables, Florida

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Washington, D.C.

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Client Service Specialist
Job Description Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This role interacts with clients very regularly and is in many client appointments to take notes and deliver messaging. The Client Service Specialist works closely with the advisor to complete transactions for clients, research and resolve issues that affect clients, submit all new business, insurance and transfers, track all business, letters, transactions, transfers, and insurance to ensure all are complete and correct, help support other members of the staff including the client service associates with questi


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