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Client Relations Specialist

2 months ago

Columbus, Ohio, United States ASK Consulting Full time
Job Overview

Important Note: All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment.

Position Title: Client Relations Specialist

Location: Columbus, OH

Contract Duration: 6 Months

Compensation: $19 to $20/hr. on W2

Role Summary:

The Client Relations Specialist is responsible for fostering and maintaining strong relationships to ensure exceptional service delivery to our clients. This role involves managing incoming communications from financial advisors and branch personnel concerning Retirement Services.

Key Responsibilities:
  • Develop and sustain effective relationships to provide top-tier service to clients.
  • Address incoming inquiries via phone from financial advisors and branch staff.
  • Leverage various internal and external resources to deliver information and resolve client issues.
  • Adhere to established protocols for routing processing requests to the appropriate teams and escalating inquiries as necessary.
  • Achieve team and departmental service objectives as set by management.
Required Skills:
  • Strong attention to detail and the ability to manage multiple tasks efficiently.
  • Capability to build and maintain positive client relationships.
  • Creative problem-solving skills with the ability to identify and mitigate potential issues.
  • Excellent verbal and written communication skills, along with strong listening abilities.
  • A desire and aptitude for rapid learning and application of knowledge in various contexts.
  • A Bachelor’s degree or a minimum of 2 years of experience in the financial sector.
Preferred Qualifications:
  • Experience with retirement products is advantageous but not mandatory.
  • Possession of a current or past Series 7 license is preferred but not required.
  • A Bachelor’s degree is preferred.
About ASK Consulting:

ASK Consulting is a distinguished technology and professional services recruiting firm that partners with Fortune 500 companies across the nation. With multiple offices and global delivery centers, ASK Consulting is dedicated to connecting talented individuals with outstanding career opportunities.

ASK Consulting is an equal opportunity employer. We embrace diversity and are committed to fostering an inclusive environment for all associates.