Client Services Specialist

1 week ago


East Peoria, United States Clarity Group Midwest Full time $40,000
Job DescriptionJob Description

The Client Services Specialist will assist our team in performing key functions of our business as we manage our existing book of business, develop new client relationships, and expand our brand. This individual will be a caring professional committed to collaborating with multiple team members and supporting a strong client-centered approach committed to serving and helping people. The right candidate will be detail-oriented, organized & comfortable following processes, as well as adaptable to the changes of a people-focused business. Passion, energy, and a commitment to continuous learning along with strong communication and relationship skills are essential for this role.

Responsibilities:

· Manages the calendar for designated advisor scheduling client and prospect appointments.

· Processes client paperwork and accompanying items to ensure complete, seamless, and expedient transactions.

· Front office functions which include phone receptionist, greeting clients when they arrive for appointments, and assisting 'walk-in' clients.

· Help manage/update CRM database of clients, referred clients, and prospects.

· Adhere to high standards of business ethics and regulatory requirements specific to the securities industry.

· Assist in the coordination and communication of client events.

· Assist in the registration of existing and potential clients for upcoming client events/workshops

· Assist in managing office supplies/inventory and order replenishments as needed.

· Create and mail letters to clients/prospects for various purposes upon advisor request.

· Receiving, opening, and sorting all daily deliveries/mail and route to appropriate offices/associates

· General back up support for other associates consisting of varied tasks as needed.

· Never stop growing.

Requirements:

· Associates Degree

· 2+ years’ experience in customer service role

· 2+ years’ experience performing administrative functions.

· Ability to work in a fast-paced environment and think clearly under pressure.

· Excellent written and oral communication skills.

· Ability to generate precise work correctly and efficiently.

· Passion to serve and help people.

 

 

 

 

 

Company DescriptionClarity Group Midwest, LLC is a growing boutique investment firm dedicated to helping clients live inspired and retire confident through financial guidance that provides clarity, confidence, and control to live their one best financial life. We are focused on creating a client experience that develops life- long relationships. Our team of highly qualified professionals works together to provide comprehensive financial planning focused on the specific needs and circumstances of our clients.Company DescriptionClarity Group Midwest, LLC is a growing boutique investment firm dedicated to helping clients live inspired and retire confident through financial guidance that provides clarity, confidence, and control to live their one best financial life. We are focused on creating a client experience that develops life- long relationships. Our team of highly qualified professionals works together to provide comprehensive financial planning focused on the specific needs and circumstances of our clients.

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