Client Relationship Specialist
1 month ago
About the Role:
Altius Search Group is seeking a Client Relationship Specialist to join our team. This role will be responsible for delivering exceptional service to clients and prospects, both in person and over the phone. The ideal candidate will have excellent interpersonal skills, including verbal and written communication, and be proficient with Microsoft Office.
Key Responsibilities:
• Provide outstanding service to clients and prospects
• Prepare and accurately enter client information into the CRM system
• Collaborate with credit and operations teams to ensure a seamless experience for clients and vendors
• Review deal approvals and communicate with the sales team regarding timelines and requirements
• Maintain consistent communication with clients and vendors throughout the servicing and funding process
• Proactively engage with existing clients to assess their needs and offer solutions
• Identify opportunities to refer clients to other areas of the business
• Assist other team members as needed to deliver exceptional service
Requirements:
• 10 years of sales support in financial services
• Proficient with Microsoft Office
• Excellent interpersonal skills, including verbal and written communication
• Effective analytical and problem-solving skills with strong attention to detail
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