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Client Relations Specialist

2 months ago

Rochester, New York, United States Insero Talent Solutions Full time
Job Overview

Insero Talent Solutions is seeking a Client Service Associate for a reputable financial services organization.

This pivotal role is designed for a proactive individual who will ensure the office operates smoothly while delivering outstanding service to clients. The successful candidate will directly support the administrative functions of financial advisors and assist in managing the office's workflow.

Position Summary:

The ideal applicant is trustworthy, diligent, ethical, and personable. They should possess a strong sense of integrity and a desire for professional growth. Candidates must be organized, detail-oriented, capable of working autonomously, and adept at problem-solving. Comfort with technology and proficiency in Microsoft Office Suite are essential. The role requires the ability to manage client inquiries and service needs effectively while being adaptable and collaborative.

Key Responsibilities:

  • Oversee the advisor's calendar for meetings, marketing initiatives, and business obligations.
  • Assist advisors in preparing for client meetings; ensure accurate processing of new business and timely submission of necessary documentation.
  • Proactively anticipate and address the needs of advisors.
  • Maintain the CRM system by entering new contacts, updating existing ones, and managing workflows.
  • Respond to client service inquiries and resolve issues efficiently.
  • Utilize exceptional customer service skills to foster strong client relationships.
  • Draft correspondence as instructed by advisors and manage outgoing mail.
  • Support marketing efforts by coordinating events and managing special projects.
  • Familiarize oneself with and provide backup for the receptionist role.
  • Propose enhancements to streamline office operations.
  • Perform additional tasks as assigned.

Required Skills and Qualifications:

  • Minimum of 1 year of experience in an administrative support role within the financial services sector.
  • Excellent organizational skills; detail-oriented with strong analytical and decision-making abilities.
  • Proficient in technology, including PC and software applications; ability to navigate multiple platforms.
  • Outstanding interpersonal, verbal, and written communication skills.
  • Notary Public certification is a plus.