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Client Relations Specialist
2 months ago
Position Overview:
The Client Relations Specialist will play a crucial role in supporting our senior relationship managers by performing essential client support and administrative functions. We value diverse backgrounds and experiences, and we are particularly interested in candidates who can bring a fresh perspective to relationship management.
Key Responsibilities:
- Assist in the management of client documentation, ensuring all paperwork and records are maintained accurately and in accordance with established standards.
- Coordinate client meetings and appointments, including the preparation and distribution of agendas, minutes, and follow-up items.
- Serve as a primary point of contact for clients, addressing inquiries and resolving issues in a timely and professional manner.
- Contribute to the development of client communications, reports, and presentations as required.
- Work collaboratively with senior management and relationship managers to ensure clients receive outstanding service and support.
- Prepare operational and activity reports, gathering necessary data and presenting findings in a clear and concise manner.
- Analyze data to identify trends and opportunities for improvement, providing insights and recommendations based on findings.
- Maintain a thorough understanding of relevant pension plans and compliance requirements, ensuring adherence to regulatory standards.
- Participate in risk assessments and compliance reviews, contributing to the implementation of risk mitigation strategies.
- Engage in training sessions to enhance knowledge of pension administration services and assist in onboarding new team members.
- Represent the organization in various meetings and assist with administrative functions as needed.
Decision-Making Authority:
This role requires a high degree of independence, with work being reviewed for results. Responsibilities will be assigned by senior management, and the specialist will have the autonomy to determine the best course of action to achieve desired outcomes.
Essential Skills:
- Effective communication skills, both verbal and written.
- Ability to interpret policies and procedures accurately.
- Strong organizational and prioritization skills.
- Proficiency in developing correspondence, presentations, and reports.
- Capability to establish and maintain effective working relationships.
- Understanding of pension administration concepts and practices.
- Ability to apply legislative and policy requirements effectively.
- Problem-solving and troubleshooting skills.
- Proficient in using standard office software and equipment.
- Experience in logging and tracking client communications.
