Client Relationship Specialist
2 weeks ago
We are seeking a skilled Client Relationship Specialist to join our team. This is a unique opportunity to work with clients and help them achieve their long-term financial goals.
Salary and BenefitsThe estimated salary range for this role is $20.00 - $22.26 per hour, depending on experience. Our comprehensive benefits package includes medical, dental, vision, and 401(k) retirement plan.
Job DescriptionThis role involves working closely with financial advisors to deliver exceptional personalized service to clients. Key responsibilities include:
- Building strong relationships with clients through active listening and empathy
- Identifying opportunities to create efficiency and improve client outcomes
- Managing multiple priorities in a deadline-driven environment
We offer a supportive team environment where you can grow and develop your skills. If you have a passion for delivering excellent customer service and a willingness to learn, we encourage you to apply.
RequirementsTo be successful in this role, you will need:
- Excellent communication skills to build rapport with clients
- Strong problem-solving skills to identify and resolve issues
- Ability to work independently with minimal supervision
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