Client Relationship Specialist
Job Category :
Client Service and Support
Program type :
Position Located :
Building strong, personal relationships with our clients is a key component of our business strategy.
Our Client Relationship Specialists will pursue this mission through:
Greeting our clients and prospects as they arrive at the branch;
Delivering unparalleled value, outstanding service and providing a positive client experience;
Assisting the Branch Manager and sales staff with meeting our client's needs.
We are looking for people with a passion for helping clients.
You will be responsible for:
Proactively uncovering additional business development opportunities;
Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation.
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.
Skills and experience:
Minimum 12 months in a client service industry;
Outstanding written and oral communication skills;
Ability to manage multiple client situations, needs and inquiries simultaneously;
Must be able to develop and maintain good cross enterprise working relationships;
Basic understanding of brokerage regulations and rules that govern client accounts;
Demonstrated experience handling client concerns and issues with tact and diplomacy;
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.