Client Relations Specialist
1 week ago
POSITION SUMMARY
Pyxai, Inc. is in search of a committed Client Relations Specialist to assist our financial consultants in delivering exceptional service to our clientele. This role serves as a vital support to one or more financial professionals, with responsibilities that may involve direct client interaction. The ideal candidate will engage in various clerical and administrative tasks aimed at enhancing advisor-client relationships and ensuring client satisfaction.
ROLE RESPONSIBILITIES
The Client Relations Specialist will undertake a variety of tasks, all designed to fortify the connection between advisors and clients. You will collaborate closely with different teams to prepare essential documents for client meetings, organize sales and presentation materials, compile meeting notes, and facilitate client access for new accounts. Daily activities will also include managing administrative duties such as responding to inquiries, handling emails, sending reminders to consultants, and updating client databases.
KEY DUTIES
- Compile and refresh necessary documents and agreements.
- Prepare and organize presentation materials.
- Collect meeting notes and input them into client files.
- Process all client information and transactions efficiently.
- Create new accounts and manage client portfolios.
- Perform various administrative and clerical tasks as required.
- Address client inquiries regarding products and services.
- Schedule meetings between advisors and clients.
- Draft written or electronic communications on behalf of advisors.
- Log and monitor customer calls or emails.
- Maintain comprehensive databases of client information for advisors.
- Record and resolve customer complaints effectively.
- Organize and file client documentation systematically.
ESSENTIAL REQUIREMENTS
- High school diploma or equivalent; an associate or bachelor's degree in business, finance, or a related field is preferred.
- Prior experience as a Client Relations Specialist or in a similar administrative role within the financial sector is advantageous.
- Proficiency in Microsoft Office Suite.
- Strong communication and organizational abilities.
- Attention to detail and accuracy.
- Ability to work independently and efficiently.
- Outstanding customer service skills.
If this position does not align with your career aspirations, Pyxai offers a job matching service designed to connect you with employers seeking candidates like you. Upload your resume and participate in a brief video interview for a position of your choice, and we will present your profile to our partner employers. One application can lead to multiple opportunities—get started today
Our clients compensate us, so your application is complimentary.
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