Client Relationship Specialist

2 weeks ago


Novi, Michigan, United States Kestra Financial Independent Advisor Full time

The Client Relationship Specialist role is pivotal in delivering exceptional service to clients and supports the Wealth Advisor in optimizing their time. This position requires outstanding client service and problem-solving abilities to ensure clients receive accurate information promptly and professionally.
Key Responsibilities

  • Address client inquiries regarding services and resolve issues efficiently while maintaining compliance with documentation and record-keeping standards.
  • Enhance client relationships by establishing trust and rapport through both in-person interactions and phone communications, while identifying opportunities for additional services to strengthen clients' financial portfolios.
  • Engage regularly with clients concerning their accounts and services, effectively communicating complex processes and concepts.
  • Collaborate with Broker Dealer for the establishment of new accounts, ongoing account management, and adherence to compliance requirements.
  • Oversee the Redtail CRM database; manage workflows for current and prospective clients and coordinate follow-ups with Advisors.
  • Ensure a compliant filing and scanning system is maintained using Laser Fiche.
  • Handle incoming calls, directing or taking messages in accordance with company protocols.
  • Update client information in the CRM database (Redtail).
  • Input data into Financial Planning software systems (Goals-Based Analysis and E-Money).
  • Perform additional tasks as assigned by the Wealth Advisor and Director of Operations.
Required Knowledge, Skills, and Abilities:
  • Proficient computer skills (Outlook, Word, Excel, and PowerPoint) are essential.
  • Exceptional verbal and written communication skills.
  • Strong organizational and time management skills; capable of working independently while managing multiple priorities.
  • Aptitude for building relationships with clients and internal stakeholders.
Education and Experience:
  • The ideal candidate will possess a minimum of 2 years of experience in an administrative support role within a professional setting.
  • A High School Diploma or Associate's degree is required; a Bachelor's Degree is preferred.
  • Prior experience in the financial services sector is advantageous.
Compensation:
  • Compensation is based on qualifications and experience.
  • Salary reviews occur annually or when job responsibilities change, with no guarantees for salary increases.
Certifications and Licenses:
  • Series 7 and 65/66 licenses are preferred (or a willingness to obtain them in the future).


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