Client Relationship Specialist

1 week ago

Dayton, Ohio, United States Valmark Financial Group Full time
Job Overview

Are you a detail-oriented and disciplined professional who thrives in a client-centric environment? Valmark Financial Group is seeking a dedicated individual to fill the role of Client Service Associate. This position is ideal for someone who is personable, self-motivated, and possesses a strong commitment to client satisfaction.

The Client Service Associate will play a crucial role in managing client relationships by collecting and analyzing client information, maintaining office operations, and addressing client service inquiries. This role will involve direct interaction with clients, custodians, and carriers, managing client data, generating necessary documentation, and ensuring exceptional service delivery.

Valmark Financial Group is a reputable firm specializing in retirement planning and financial solutions, dedicated to offering innovative and conservative investment strategies. The Client Service Associate will be an essential part of our team, requiring an entrepreneurial mindset, a focus on growth, meticulous attention to detail, and the ability to handle multiple tasks efficiently. This position offers a unique opportunity for professional development as the firm expands.

Key Responsibilities

  • Organize and manage client documentation, including application submissions and related paperwork.
  • Engage with investment and insurance providers to establish and service client accounts.
  • Address client service requests, including processing changes, applications, and authorizations, while responding to inquiries via various communication channels.
  • Deliver high-quality customer service and utilize creative problem-solving skills to resolve client issues.
  • Assist with phone inquiries, schedule client meetings, and perform general administrative tasks to support office operations.
  • Prepare client correspondence, manage client files, process required minimum distributions, and maintain the internal calendar.

Core Competencies

  • Exceptional attention to detail, accuracy, and thoroughness.
  • Strong written and verbal communication abilities.
  • Ability to build and maintain lasting relationships with clients.
  • Self-starter with the capability to work independently and collaboratively.
  • Positive attitude with a proactive approach to challenges.
  • Analytical and problem-solving skills.
  • Strong organizational and time management skills, with the ability to prioritize effectively.

Qualifications

  • Associate's Degree or equivalent experience.
  • Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
  • Experience in customer or client service roles.
  • A humble, intelligent, and driven demeanor.
  • Professional attitude and conduct.
  • Internally motivated with a strong work ethic.

Preferred Qualifications

  • Experience in the financial services sector, particularly in client service, account management, financial planning, or related fields.
  • Familiarity with industry software and tools.
  • Possession of relevant licenses or willingness to obtain them within a specified timeframe.

Physical Requirements: This role primarily involves sedentary work and may require repetitive motions due to extensive computer use.

Work Schedule: This is a full-time position with standard working hours, including occasional evening commitments for client events.

Benefits: Competitive health insurance contributions, retirement plan with matching contributions, paid time off, and holiday benefits.

Discover more about our organization and values on our website.

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