Client Experience Specialist

2 weeks ago

Knoxville, Tennessee, United States The Trust Company (TN) Full time
About The Trust Company of Tennessee

We believe everyone can live confidently and reach their financial goals. Our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals work together to help clients achieve their dreams.

Job Summary

The Client Specialist is responsible for delivering exceptional client experience by building, expanding, and retaining long-term client relationships. This role involves meeting preparations, account servicing, portfolio management, and trade execution as directed by relationship managers.

Key Responsibilities
  • Assist with client portfolio management based on directions provided by the Investment Committee or Relationship Manager.
  • Participate in client meetings with supported officers to provide updates on recent client servicing requests and resolution of documentation exceptions.
  • Establish a positive rapport with clients through face-to-face interactions, phone calls, and client meetings.
  • Utilize financial planning software to enhance the client experience by building and monitoring their financial plan based on their goals and objectives.
  • Work with Relationship Managers and clients to understand their needs, wants, and desires.
  • Prepare reports, correspondence, and documents for client, prospect, and COI meetings as needed.
  • Ensure all needed documents are in place and packages are complete for processing of account opening/funding.
  • May conduct Virtual Account Reviews (VARs) with retirement plan participants.
  • Act independently and with exceptional judgment to address client needs and concerns.
  • Process and ensure accuracy of documentation for new and existing account relationships.
  • Provide timely responses to client information requests.
  • Create and update financial plans and present them to clients as needed.
  • Provide guidance to clients across all lines of business concerning additions and distributions.
  • Build a professional network by attending company-sponsored and community events.
Qualifications
  • Bachelor's Degree in business preferred.
  • Financial Certification preferred.
  • Strong written and verbal communication skills.
  • Strong interpersonal and customer service skills.
  • Organized and detail-oriented.
  • Ability to multitask and prioritize multiple deadlines.
  • Ability to work independently and in a team environment.

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