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Client Relations Specialist

2 months ago

West Chester, Pennsylvania, United States Wooden Cup, LLC Full time
Job Overview

This role is ideal for an individual who is sociable and engaging, enjoys connecting with others, and is dedicated to fostering strong client relationships.

Key Responsibilities
  • Excellent Communication: You will need to possess outstanding communication abilities, both verbally and in writing.
  • Client Coordination: Your role will involve liaising with prospective clients and organizing educational events at upscale venues.
  • Client Assistance: A significant aspect of your duties will include supporting clients with their policies managed by Wooden Cup, LLC.
  • Training and Development: Comprehensive training will be provided to help you manage daily operational tasks independently, with a focus on delivering superior customer service and administrative support.
  • Administrative Duties: Main tasks will encompass addressing client inquiries, maintaining client records in the CRM system, and aiding in the management of new business opportunities, along with various other administrative responsibilities.
About Our Company

Wooden Cup LLC is dedicated to retirement planning, ensuring that our clients feel confident about their financial futures. With a wealth of experience, our team is committed to providing exceptional service and innovative marketing strategies to reach our clientele effectively.