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Client Relations Specialist

2 months ago

Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full time

We are seeking a meticulous Client Engagement Coordinator to provide essential administrative assistance within a dynamic financial advisory firm.

Your role will encompass responding to client inquiries with professionalism and efficiency, enhancing office protocols to optimize workflows, arranging appointments, and facilitating company meetings. Additionally, you will play a key role in promoting our brand through community initiatives and various marketing channels.

Key Responsibilities

  • Client Interaction:
    Act as the primary contact for clients, managing phone calls and email correspondence. Schedule and confirm client meetings, ensuring all relevant materials are prepared beforehand. Assist with the onboarding process for new clients, including document management and ongoing communication.
  • Document Oversight:
    Maintain and organize client records, ensuring compliance with industry regulations. Aid in the preparation and distribution of financial documents, reports, and proposals while handling sensitive information with confidentiality.
  • Office Management:
    Oversee the office environment by managing supplies and equipment, ensuring a well-organized workspace. Liaise with vendors for office needs and provide support for office technology, including troubleshooting minor IT issues.
  • Administrative Assistance:
    Support financial advisors with calendar management, travel planning, and expense tracking. Assist in compliance documentation and ensure adherence to regulatory standards.
  • Client Service:
    Process client account paperwork, assist with inquiries regarding accounts and statements, and monitor pending transactions for timely completion.
  • Meeting Coordination:
    Organize meetings by preparing agendas, compiling necessary documents, and documenting meeting minutes. Assist in planning client events and workshops, providing logistical support.
  • Compliance and Record Maintenance:
    Document all client interactions in accordance with regulatory requirements and assist with audits by providing necessary documentation.
  • Financial Planning Assistance:
    Support the preparation of financial plans and assist in gathering client financial data for analysis.
  • Reporting and Analysis:
    Generate regular reports for clients and management, ensuring accuracy and timeliness.

This position demands exceptional organizational skills, a keen eye for detail, and the ability to manage multiple priorities effectively.

Qualifications

  • Educational Background: A college degree is preferred but not mandatory.
  • Integrity and Ethics: Commitment to ethical practices and confidentiality in handling sensitive information.
  • Work Ethic: A proactive approach to responsibilities, ensuring tasks are completed accurately and punctually.
  • Organizational Skills: Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Communication Skills: Strong written and verbal communication abilities, fostering positive relationships with clients and colleagues.
  • Technical Skills: Proficiency in office software and adaptability to new technologies.
  • Client-Centric Approach: A genuine commitment to serving clients with professionalism and responsiveness.
  • Problem-Solving Skills: Strong analytical abilities to identify issues and develop practical solutions.
  • Team Collaboration: Ability to work collaboratively with colleagues and contribute to a positive team environment.