Retention Specialist | Chicago, IL
2 months ago
Retention Specialist
| Chicago, IL
The Retention Specialist is committed to strengthening client relationships, with a focus on resolving issues and retaining clients. This individual must adeptly address client concerns and effectively communicate the value the firm brings to their portfolio. The role involves developing and implementing a structured process to provide special attention to clients, ensuring their long-term satisfaction and loyalty. The primary objective is to intervene in and enhance relationships at risk, utilizing the firm's full range of resources to restore client confidence and satisfaction.
Responsibilities:Establish and nurture client relationships, understanding their unique financial needs and objectivesProactively resolve client issues and concerns, ensuring high levels of client satisfaction and retentionConduct regular, in-depth conversations with clients to assess and improve their financial plans and experiencesDevelop and implement a process for managing and enhancing client relationships, particularly those at riskCreate and execute tailored retention strategies to address client concerns and enhance satisfactionMonitor and analyze client feedback to identify areas for improvement and implement corrective actionsLeverage the firm's resources to provide solutions for clients who are unhappy or have specific needsOffer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutionsCoordinate with internal teams and departments to deliver these solutions effectively and efficientlyProvide clients with knowledgeable and prudent financial advice to help them achieve their financial goalsStay informed about investment products, market trends, and regulatory changes to offer effective adviceDevelop and present comprehensive wealth management solutions to address client needs and objectivesWork closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive servicesCollaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectivelyParticipate in ongoing learning and development to continuously enhance client support capabilitiesEnsure compliance with all industry rules, regulations, and firm policiesProduce reports to support client retention efforts and maintain regulatory compliance
Requirements:Bachelor's degree in business, finance or related field4+ years of experience in financial services, client relationship management, or a related fieldProven ability to build and maintain strong client relationshipsFINRA Series 63/65 licenses, requiredStrong understanding of investment concepts, practices, and procedures in the securities and insurance industriesExcellent communication, presentation, time-management, and organizational skillsAbility to identify and resolve client issues effectivelyGoal-oriented individual with a track record in client retention and salesExperience working with high-net-worth and ultra-high net worth clients, highly desiredProficient in Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related technology software and planning tools is a plus
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