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Client Care Admin Specialist

2 months ago

WinstonSalem, United States Semmax Financial Group Full time
Job DescriptionJob DescriptionSalary: Compensation based on experience


Job Description:

                                                                                      

The Client Care Support position is an integral part of the overall client experience, engaging in frequent client contact and internal wealth management team support.  A high degree of direct communication with clients, with the Client Care Specialist acting to create a satisfying and memorable experience by providing a superior level of customer service to clients, prospective clients & guests.  This position brings opportunity to be the part of something much bigger, serving others in a positive culture and work environment.  Great staff and wonderful clients This position will require split offices and the ability to be in Winston-Salem and Greensboro Offices (1 Day in Greensboro/3 Days in Winston)


Responsibilities & Activities:


  • Attends and/or Leads Appropriate Meetings and Huddles
  • Manages Day to Day Interactions/Requests by Advisors
  • Manages Calendar internal and External meetings
  • Manages Teams KPI's and looks for areas of improvement
  • Manages Client and Prospective Client Appointments
  • Performs reminder process for Prospective Client and Client visits
  • Manages Incoming Calls resolving questions/needs of the Client
  • Welcomes Clients and Guests
  • Manages Call Service interaction
  • Updates the Checklists, Processes and Workflows as changes occur
  • Updates the “Calls and Tasks Log” each day
  • Participation in both Winston Salem and Greensboro Offices/Moving toward Greensboro Full Time as the Company Grows


Knowledge, Skills & Abilities:


  • Requires:
    • Excellent interpersonal skills
    • Excellent phone skills
    • Excellent attitude and an extraordinary client service orientation
    • Excellent computer skills
    • CRM experience required
    • Knowledgeable in Excel
    • Knowledgeable in Word
    • Appointment setting skills required
    • A genuine interest in serving and caring for other people
    • Excellent organizational and time management skills
    • Professional appearance and communication skills


  • Helpful:
    • Previous financial, marketing or high level of office experience.
    • Administrative Assistant/Management experience
  • Benefits
    • Health Insurance
    • HSA account
    • 401k
    • PTO