Client Experience Specialist
3 days ago
We are a rapidly growing financial services company dedicated to supporting individuals as they enter the retirement stage of their lives. Our mission is to empower our clients with confidence and a plan for a secure future.
About the Role:
This is an exciting opportunity to be part of a dynamic team where you will play a key role in delivering exceptional client experiences. As a Client Experience Specialist, you will be responsible for building strong relationships with our clients, ensuring timely and accurate information exchange, and creating a positive experience by anticipating client concerns and finding creative solutions.
Your Key Responsibilities Will Include:
- Playing a key role in retaining clients through exceptional service and support
- Resolving client issues efficiently while ensuring a positive experience
- Providing administrative and operational support to our Financial Planner team
- Maintaining impeccably organized, accurate, and up-to-date client files and reports
What You'll Bring:
To succeed in this role, you will need to possess a keen eye for detail, prioritize tasks effectively, and demonstrate strong self-discipline in managing your time and workload. Your excellent communication and interpersonal skills, combined with a client-centric focus, will enable you to build strong relationships with our clients and team members. We value a collaborative and supportive work environment, where teamwork and open communication drive success.
Requirements:
The ideal candidate will have a high school diploma and at least two years of experience in a professional customer service role. You should be proficient in Microsoft Office and G-Suite, as well as experienced with CRM databases. Excellent attention to detail and the ability to prioritize tasks in a fast-paced environment are essential for this position.
Career Growth and Benefits:
The Chamberlin Group offers a comprehensive benefits package, including medical, dental, vision, Health Savings Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death & Dismemberment (AD&D), Voluntary Group Life Insurance and AD&D, short and long-term disability, and various other supplementary benefits. We also offer opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role. Our competitive salary range is between $47,000 to $52,000 per annum, commensurate with experience, with a potential individual annual bonus after one year of service.
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