Heckman Financial & Insurance Services


Check out these career opportunities at Heckman Financial & Insurance Services


Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in San Jose, CA is seeking to add a Client Service Representative to our Team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Read more
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.
Minimum Requirements:

•Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment

• Securities and insurance licensed preferred or willing to obtain within 90 days
• Experience with MS Office Suite and the ability to learn new software quickly 
This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication both written and verbal
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings
• Assist in setting client appointments for Advisor
• Assist with New Business processing
Office Administration: 
Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
• Act as a phone back-up to other office personnel for phone coverage
• Help to keep database up to date and accurate
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Apply Now!

  • This field is for validation purposes and should be left unchanged.

Ready to take
The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call or text at 408-297-9800