Client Relations Specialist
1 week ago
Overview:
We are seeking a Client Services Associate to enhance our operations at Kestra Financial Independent Advisor. Our organization is dedicated to delivering personalized and technologically advanced wealth management services tailored for clients with intricate financial needs. The perfect candidate will exhibit enthusiasm, teamwork, and a strong focus on client satisfaction.
Key Responsibilities:
- Facilitate the provision of financial guidance and services to clients
- Strengthen client connections through proactive engagement
- Assist in the preparation and follow-up of client meetings
- Handle account documentation and requests efficiently
- Maintain and update the CRM database and mailing lists
- Oversee and refresh social media marketing initiatives
Required Qualifications:
- Bachelor's Degree accompanied by 3 years of experience in executive administrative roles
- Excellent communication and organizational abilities
- Proficient in CRM Systems and Microsoft Office Suite
- Fundamental understanding of financial concepts
- Ability to prioritize tasks and manage multiple responsibilities
- Self-motivated with a strong adherence to procedures
Benefits Offered:
- Competitive salary along with team performance bonuses
- Opportunities for professional growth in investment and financial sectors
- Direct engagement with the firm's principal
- Paid Time Off, Holidays, and Health benefits
- Discounted gym memberships and team-building events
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