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Client Relations Specialist

2 months ago

Naples, Florida, United States Summit Financial Resources, Inc. Full time

Position Overview:

Summit Financial Resources, Inc. is a reputable and expanding independent wealth management firm seeking a dedicated Client Services Associate. This role is pivotal in our commitment to guiding clients towards achieving their financial aspirations. We foster a collaborative and empowering workplace culture that emphasizes both teamwork and individual initiative, ultimately aiming to enhance client success.

Key Responsibilities:

  • Engage with clients and team members through various communication channels, including phone, email, and in-person interactions.
  • Address client inquiries and concerns promptly and professionally.
  • Develop expertise in daily operational functions such as account setup, transaction processing, and implementation of investment strategies.
  • Oversee and manage client transaction requests efficiently.
  • Prepare and organize essential documentation and reports for client consultations.
  • Handle the processing of insurance, banking, and investment-related applications.
  • Collect and update client information in the CRM system.
  • Facilitate the onboarding process for new clients, ensuring a welcoming experience.
  • Perform administrative tasks, including managing correspondence and scheduling.
  • Coordinate travel arrangements and manage expense reporting.
  • Maintain team calendars and schedule appointments.
  • Support the upkeep of standard operating procedures and collaborate with external partners.

Qualifications:

  • 3-5 years of experience in client service within the financial services sector.
  • A bachelor’s degree is preferred but not mandatory.
  • A proactive approach to working in a dynamic and results-driven environment.
  • Ability to work autonomously while also being a supportive team member.
  • Strong technological aptitude with a quick learning curve across various platforms.
  • Exceptional organizational skills with a keen attention to detail.
  • Outstanding verbal and written communication abilities.
  • Proficient problem-solving skills with the initiative to identify and resolve issues proactively.

We offer a competitive salary based on experience and qualifications, along with full-time employment opportunities that encourage professional growth.

If you are passionate about delivering exceptional client service and meet the qualifications outlined, we encourage you to consider this opportunity.