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Client Relations Specialist
2 months ago
The Client Service Associate plays a vital role within our organization, ensuring seamless communication and support across various tasks related to organization and client interaction. This position requires independent judgment to effectively manage and prioritize a diverse workload.
Key Responsibilities:- Manage incoming calls, screening and redirecting as necessary.
- Maintain and organize calendars, scheduling meetings as required.
- Participate in internal meetings, documenting notes and ensuring follow-up actions are completed.
- Work autonomously and collaboratively, taking the lead on special projects.
- Assist team members by addressing operational and administrative challenges.
- Ensure the marketing list is current and prepared for quarterly meetings.
- Facilitate consistent client meetings by utilizing the Meeting Frequency Report.
- Prepare for meetings by scheduling, logging details in Salesforce, and coordinating necessary resources.
- Follow up on meetings by processing notes and updates in Salesforce until completion.
- Manage and update client information in Salesforce, including onboarding processes and documentation.
- Coordinate travel arrangements and prepare various documents, including reports and correspondence.
- Provide general administrative support, including mailing and document management.
- Maintain Excel spreadsheets for specific client tracking purposes.
- Perform personal tasks as required and act as a backup for administrative support.
- Welcome and direct visitors, providing clerical support as needed.
- A bachelor's degree is preferred but not mandatory.
- 1-2 years of relevant experience is advantageous.
- A collaborative team player who embraces constructive feedback.
- Detail-oriented with excellent verbal and written communication skills.
- Possesses a professional demeanor and strong organizational abilities.
- A proactive attitude towards completing tasks efficiently.
- Proficient in technology and applications, with experience in Salesforce and Excel being beneficial.
Cerity Partners is a premier national registered wealth management and institutional consulting firm dedicated to serving high-net-worth individuals, businesses, and nonprofit organizations. Our team comprises in-house experts, including attorneys, tax advisors, financial planners, and investment professionals, all committed to delivering objective financial guidance.
Our mission is to enhance the financial well-being of our clients through impartial advice and oversight. We foster a culture that emphasizes accountability and collaboration, believing that our success is driven by a simple formula: People First + Accountability = Winning Outcomes.
We seek individuals who understand the importance of providing exceptional customer experiences and value the collaboration of knowledgeable colleagues in delivering our services.
