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Client Relations Specialist
2 months ago
Position Overview:
Summit Financial Resources, Inc. is a thriving independent wealth management firm seeking a dedicated Client Services Associate to support our mission of empowering clients to achieve their financial aspirations. We pride ourselves on fostering a collaborative and dynamic work environment that emphasizes both teamwork and individual autonomy, all aimed at ensuring our clients' 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 tasks such as account setup, fund transfers, and investment strategy execution.
- Oversee client transaction requests with precision.
- Prepare and organize essential documents and reports for client meetings.
- Facilitate the processing of insurance, banking, and investment applications.
- Collect and manage client information, ensuring updates in the CRM system.
- Welcome new clients and ensure they feel valued and appreciated.
- Perform administrative tasks including phone management and email triage.
- Coordinate travel arrangements and manage expense reporting.
- Schedule appointments and maintain team calendars efficiently.
- Support the maintenance of mailing lists and standard operating procedures.
- Collaborate with external partners and custodians as needed.
Qualifications:
- 3-5 years of experience in client services within the financial sector or banking.
- A bachelor’s degree is preferred but not mandatory.
- A strong desire to thrive in a fast-paced, entrepreneurial environment.
- Ability to work independently while collaborating effectively with team members.
- A team-oriented mindset focused on driving business growth and client satisfaction.
- Proficiency with technology and a quick learner of various platforms.
- Exceptional organizational skills and attention to detail.
- Outstanding verbal and written communication abilities.
- Proactive problem-solving skills with the initiative to identify and resolve potential challenges.
We offer a competitive salary commensurate with experience and qualifications. This full-time role presents opportunities for professional advancement.
If you are a driven individual passionate about delivering exceptional client service, we encourage you to submit your resume along with a cover letter outlining your relevant experience.
