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Client Relations Specialist
2 months ago
Exceptional Client Support:
Work closely with our retirement plan advisors to deliver outstanding service to our Retirement Plan Consulting clientele.
Effortless Client Onboarding:
Ensure a smooth transition for new clients, making certain they feel valued and supported from the outset.
Commitment to Excellence:
Strive to uphold the highest standards of service, fostering strong relationships with clients and addressing their needs effectively.
Key Responsibilities:
1. Collaborate with advisors to enhance client satisfaction.
2. Guide new clients through the onboarding process.
3. Maintain ongoing communication to ensure client needs are met.
Qualifications:
- Strong interpersonal skills.
- Experience in client service or related fields.
- Ability to work in a team-oriented environment.
