Job Description

Position Overview:

The Client Contact Specialist plays a crucial role in supporting Financial Advisors as they help clients achieve their financial goals. This position is integral in ensuring a positive client experience by assisting Advisors in gathering the necessary information to create financial plans and meet service product needs. As a key member of our local support team, you will:

Key Responsibilities:

• Promote Exceptional Client Experience: Ensure that every client interaction is positive and professional, supporting the Advisor in fostering strong client relationships.

• Scheduling & Information Collection: Schedule and confirm client appointments. Work closely with clients to collect required information for financial plans or product needs.

• Maintain Client Files: Ensure client and prospect files are accurately maintained in the database, keeping contact information up to date and organized.

• Advisor Communication: Regularly communicate with the Advisor regarding daily activities, including appointments, seminars, and calendar updates.

• Positive and Professional Demeanor: Consistently project a professional and positive appearance and attitude during all client interactions and internal team communications.

• Marketing Events Support: Collaborate with the district and office to maintain a marketing events calendar, assisting in the coordination of events as needed.

What We Offer:

• Competitive wages
• A pleasant and collaborative work environment
• Opportunities for professional development and career advancement
• Control over your career trajectory
• Portable career opportunities across the United States and overseas

Desired Qualifications:

• Strong organizational, written, and verbal communication skills
• Proficiency in basic computer skills and Microsoft Office, particularly Outlook, Word, and Excel
• Ability to manage multiple tasks and thrive in a fast-paced environment
• Self-motivated and proactive
• High school diploma or equivalent
• Satisfactory completion of background check, fingerprinting, and any required employment documentation or screening tools per the hiring district

Job Tags

Similar Jobs