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Client Relations Specialist

2 months ago

Lincoln, Nebraska, United States TalentLink Solutions Full time
Job Overview

We are a specialized wealth management firm dedicated to assisting clients approaching or enjoying retirement. Our comprehensive services encompass retirement planning, estate management, and investment strategies. Through our partnership with an affiliated CPA firm, we enhance our offerings with tax planning and preparation services. This unique combination allows us to deliver exceptional value to our current and prospective clients. Our goal is to collaborate with clients, guiding them through a successful retirement journey. We pride ourselves on our close-knit team, where mutual support is key to achieving our mission. We enjoy helping others, working diligently, and maintaining a light-hearted atmosphere while continuously seeking improvement.

Role of the Client Relations Specialist

The Client Relations Specialist embodies a service-oriented mindset, contributing to the firm's operational efficiency and enhancing the client experience. With excellent communication skills and a professional demeanor, this role involves supporting clients, collaborating with team members, and ensuring smooth office operations by delivering outstanding service both internally and externally. Responsibilities include:

  • Facilitating ongoing client support and addressing general inquiries.
  • Managing various client matters, researching solutions, and resolving service issues.
  • Preparing necessary documentation and maintaining organized records.
  • Leveraging technology to streamline processes and improve efficiency.
  • Thriving in a dynamic environment while maintaining a positive attitude.

Administrative Responsibilities

  • Acting as the first point of contact for visitors, showcasing a welcoming demeanor.
  • Handling incoming calls, taking accurate messages, and directing calls appropriately.
  • Maintaining organized electronic and paper filing systems.
  • Assisting in the coordination of marketing efforts and managing client communications.
  • Providing administrative support for client tax return preparation, including document management and data entry.
  • Gathering information for client accounting services and tracking professional development hours.
  • Performing additional administrative tasks as required.

Client Service Duties

  • Preparing and submitting new account paperwork, ensuring all forms are completed accurately.
  • Managing routine client account matters, including changes to personal information and beneficiary designations.
  • Assisting in the preparation of client meetings, including agenda distribution and material organization.
  • Corresponding with clients to address service challenges and providing timely updates.
  • Effectively managing and prioritizing client service tasks while adhering to established workflows.
  • Tracking outstanding client service items and proactively addressing issues.
  • Guiding clients through online account access and assisting with any related inquiries.

Operational Support Functions

  • Conducting data entry and generating reports using various software applications.
  • Assisting in the development and ongoing refinement of client service workflows within the CRM system.
  • Supporting additional operational projects, including technology initiatives and data analysis.

Qualifications

  • A strong commitment to delivering high-quality performance in all responsibilities.
  • 3+ years of experience in professional services, preferably in Wealth Management or Accounting.
  • A high school diploma or equivalent; a Bachelor's degree is highly preferred.
  • A friendly and approachable demeanor.
  • Exceptional written and verbal communication skills.
  • Demonstrated experience in administrative or client service roles.
  • Strong organizational and time management abilities.
  • Attention to detail and accuracy in recordkeeping.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • A curious mindset with a dedication to continuous professional development.
  • Familiarity with core platforms such as Redtail and Microsoft Suite is preferred.