Senior Client Support Specialist
2 weeks ago
The Senior Client Support Specialist plays a crucial role in enhancing business development by leveraging the full range of services offered by the organization. This position is responsible for providing comprehensive solutions and alternatives in response to inquiries received via phone and written communication from clients, financial advisors, branch office administrators, and internal team members.
Our commitment is to deliver service that is precise, thorough, and timely, facilitating seamless interactions for our branches and clients.
Key Responsibilities:
- Understand and apply firm policies and procedures to effectively serve clients.
- Exhibit independence and resourcefulness while collaborating within a team setting.
- Demonstrate sound judgment, decision-making, and conflict resolution capabilities.
- Possess strong verbal and written communication skills along with excellent interpersonal abilities.
- Maintain high levels of organization, attention to detail, and adaptability to change.
- Exhibit reliability and punctuality in all responsibilities.
- Manage multiple tasks efficiently.
- Showcase strong service skills, demonstrating patience, empathy, and composure in a dynamic environment.
- Utilize technical skills in Microsoft Office, web-based applications, and service platforms.
- Engage in meaningful conversations over the phone to foster client relationships.
- Collaborate with financial advisors to create and implement a business strategy aligned with client service objectives.
- Support marketing initiatives by managing promotional materials, including digital and social media content, and organizing client events and seminars.
- Participate actively in training and educational programs to stay informed on strategic priorities, professional growth, and policy updates.
- Perform administrative tasks that assist financial advisors in their daily operations, including telephone coverage, travel arrangements, client meeting coordination, expense reporting, and calendar management.
- Engage proactively in firm initiatives as directed by local management.
Qualifications:
- High school diploma required; a college degree is advantageous.
- Proficient typing skills.
- Previous experience in customer service is essential.
- Experience in the financial services industry is preferred.
- Strong computer proficiency, particularly with Microsoft Office products.
- Exceptional writing, interpersonal, and client service skills.
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