Senior Client Relationship Specialist
7 days ago
TalentLink Solutions is a leading provider of wealth management solutions, and we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our operations department, you will play a critical role in delivering exceptional client service and support.
About the Position:
This is an exciting opportunity for a motivated and experienced professional to join our team and contribute to our success. The ideal candidate will have a strong background in client service and operations, with excellent organizational skills, attention to detail, and the ability to work independently.
Key Responsibilities:
- Establishing, building, and maintaining client relationships according to client service matrix and segmentation standards
- Collaborating in a team environment to deliver a seamless and integrated client experience
- Assisting clients with inquiries and problem resolution related to their accounts and operational needs
- Performing administrative functions for family office clients
- Acting as the client point of contact for operational items
- Educating clients on account services and capabilities
- Onboarding new relationships
- Attending client meetings
- Disbursement assistance
- Client follow-up
What We Offer:
TalentLink Solutions offers a competitive compensation package, including a salary of approximately $80,000 per year, commensurate with experience and qualifications, as well as a range of benefits and opportunities for professional growth and development.
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