Client Services Liaison

4 weeks ago


Chester, New Jersey, United States FIG Talent Solutions Full time
Client Services Associate

As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting the growth of our business.

Key Responsibilities:
  • Partner with clients to provide detailed answers regarding client files, case updates, and applications
  • Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries
  • Manage monetary transfers and transactions
  • Prioritize customer problems for the Advisor based on knowledge of products and services
  • Document and update client records within internal client relationship management system
  • Handle all in-bound/out-bound client inquiries and complaints; verbal, phone, writing
  • Work with the Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events
  • Calendar and appointment management for the Advisor
  • Client file maintenance and audits
Requirements:
  • 3+ years of experience in an administrative or client services function
  • Strong working knowledge of Microsoft Office Suite
  • Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability
  • Proven experience with client relations and/or relationship building
  • Proven experience providing exemplary verbal and written communication


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