Senior Client Service Specialist
4 days ago
We are seeking a highly motivated and organized Client Service Specialist to join our team at RK Partners.
This is a full-time role with an estimated annual salary of $$65,000 - $90,000, depending on experience. As a Client Service Specialist, you will be the primary point of contact for clients, providing exceptional service and support to ensure their needs are met.
Key Responsibilities:
- Prepare client reports and maintain accurate client files and documentation.
- Proactively manage regular client contact through our CRM system and coordinate day-to-day client needs.
- Lead the onboarding process for new clients, ensuring a seamless experience.
- Collaborate with the operations team to complete quarterly billing and administrative tasks.
- Utilize the CRM system to balance workload across multiple clients and keep client information up-to-date.
Requirements:
- Bachelor's degree in finance or a related field.
- At least 5 years of experience in a client-facing role, preferably within financial services.
- Series 65 license (or willingness to pursue additional certifications).
- Experience working with CRM systems, such as Salesforce.
- Strong communication, organization, and prioritization skills.
- Attention to detail when maintaining client data and preparing reports.
- Proactive, self-motivated, and reliable, with the ability to work independently and deliver results.
About Us:
RK Partners is a dynamic and fast-paced company dedicated to delivering exceptional client service. We are passionate about building strong relationships with our clients and providing tailored solutions to meet their needs.
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