Client Experience Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
About the job
The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and questions via email or phone outside of Client meetings. As the champions of service, the Client Experience Advisor is quickly accessible to Clients and is responsible for advising and empowering them to navigate and problem-solve through a variety of challenges.
You Are:
- Motivated by challenge and eager to solve problems
- Detail oriented
- A self-starter
- Comfortable and confident speaking over the phone
- Excited to be part of a team
- Eager to learn and develop as a financial professional
Responsibilities:
- Advise Clients in regards to their plan outside of Client meetings with their Advisor
- Manage multi-team collaboration regarding Clients’ planning needs
- Facilitate all Client questions and communication outside of Client meetings
- Establish timelines for corresponding action items pertaining to Client needs on service platforms (Salesforce, Orion, Moneyguide, Holistiplan)
- Manage Client website support
- Develop and preserve Client relationships by responding to all Client inquiries and anticipating Client needs
- Provide financially relevant industry updates and company research
Requirements:
- Bachelor’s degree
- Series 65 (or Series 7 and Series 66)
- Excellent written and oral communication skills
- Ability to multitask effectively
- Fill out the form below to apply.
-
Client Experience Advisor
2 weeks ago
Shoreview, United States Great Waters Financial Full timeAbout the jobThe Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and questions via email or phone outside of Client meetings. As the champions of...
-
Medicare Sales Representative
2 weeks ago
Shoreview, United States Great Waters Financial Full timeMedicare Rep at Great Waters Financial serves as the primary point of contact for clients and prospective clients with Medicare needs. This role is essential in effectively listening and understanding the needs of the client and providing them with the solution that is best for them. The Medicare Rep leads the charge in delivering an exceptional Client...
-
Medicare Sales Representative
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Shoreview, United States Great Waters Financial Full timeMedicare Rep at Great Waters Financial serves as the primary point of contact for clients and prospective clients with Medicare needs. This role is essential in effectively listening and understanding the needs of the client and providing them with the solution that is best for them. The Medicare Rep leads the charge in delivering an exceptional Client...
-
Senior Escalations Representative
2 weeks ago
Shoreview, United States PSG Global Solutions Full timeJob DescriptionJob DescriptionThe OpportunityDescriptionWe're looking for a Senior Escalations Representative, working in the Banking/Finance industry in Shoreview, Minnesota, United States.Support less experienced individuals in providing resolutions for client inquiries and complaints.Determine appropriate course of action and conduct investigative...
-
Receptionist
23 hours ago
Shoreview, United States Intepros Consulting Full timeReceptionistContract for HireNo C2COnsiteDo you have positive energy and a welcoming smile that brightens the room? Do you make a great first impression? Are you always both friendly and professional in your communication, whether in-person or over the phone? Then you might just be the person we're looking for!What Will You Do?In order to grow and build a...
