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Client Relationship Specialist
2 months ago
Position Overview:
Priority Financial Group, a distinguished wealth management firm, is in search of a motivated individual to take on the role of Client Services Associate. This position is pivotal in enhancing our outreach and communication with our valued clients, addressing their daily requirements, and fostering connections with prospective clients. We seek a candidate who possesses exceptional verbal and written communication skills, demonstrates a strong commitment to client satisfaction, has solid administrative capabilities, and is adept at implementing, executing, and analyzing program outcomes. This role is based in a dynamic environment.
Essential Qualifications:
• Strong and transparent communication abilities
• Adaptable, enthusiastic, and eager to learn
• Interest in the financial services sector with a desire for professional growth
• Collaborative team player
• Keen attention to detail
• Ability to manage schedule changes, client visits, and maintain a positive attitude
• Familiarity with software tools such as Excel, Word, PowerPoint, Salesforce, and Orion is advantageous
• A Bachelor’s degree is mandatory, with a focus on Marketing, Communications, or Financial Services preferred.
• Customer service orientation
Key Responsibilities:
• Assist with operational and administrative tasks.
• Collaborate with preferred custodians and investment firms to resolve client inquiries.
• Oversee the onboarding process for new clients.
• Coordinate and manage the creation of marketing and communication initiatives and client service frameworks.
• Conduct ongoing evaluations of service levels through direct client interactions and follow-ups.
• Support the maintenance of our digital marketing efforts and online presence.
• Generate materials for seminars, financial assessments, and insurance evaluations.
Benefits Offered:
- Comprehensive Medical Plan, Retirement Plan with company matching, Sick Leave, and Vacation Days (subject to eligibility)
- This position has the potential to evolve into a salaried role following a full year of service.
For more information, please visit our website.
The compensation range is influenced by various factors, including the candidate's skills, experience, and work location.
