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Client Relations Specialist

2 months ago

Brockton, Massachusetts, United States Transcend Practice Management Full time
Client Relations Specialist - Wealth Management

Location: Remote
Compensation Range: $60,000 - $70,000
Experience in Financial Services Required

Transcend Practice Management is in search of a Client Relations Specialist to enhance our Wealth Management division. Our organization is committed to providing outstanding service to our clientele, and we seek a passionate individual who aligns with our mission and values.

Essential Qualities:

  • Meticulous attention to detail
  • High energy and enthusiasm
  • Client-centric approach
  • Respectful and inclusive demeanor
  • Excellent verbal and written communication skills
  • Self-driven and proactive attitude
  • Strong organizational and time management abilities
  • Commitment to integrity and confidentiality
  • Collaborative team player

Key Responsibilities:

  • Manage and organize client documentation
  • Assist in coordinating the schedules of advisors
  • Prepare and dispatch outgoing correspondence
  • Track and monitor pending transactions
  • Provide comprehensive administrative support
  • Compile and generate reports

Required Qualifications:

  • At least 3 years of experience in a client-facing role
  • Background in the financial services sector
  • Proficient computer skills
  • Experience in customer service
  • Ability to thrive in a dynamic environment
  • Exceptional attention to detail

If you are a driven professional eager to join a collaborative team and engage with esteemed clients, we invite you to consider the Client Relations Specialist role. We provide a vibrant work atmosphere and opportunities for professional growth and advancement.