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Senior Client Relations Specialist

2 months ago

Akron, Ohio, United States Insperity Full time


Are you enthusiastic about the financial sector and committed to delivering outstanding client support? Our organization is looking for proactive individuals to become part of our expanding Senior Client Services team.

If you excel in a dynamic setting, possess strong communication skills, and have a genuine desire to assist clients in reaching their financial aspirations, we would like to hear from you.

About Us:

Established in 1989, we are a well-regarded, independent financial advisory firm with a national presence. We cater to a wide range of clients, offering tailored and comprehensive financial planning services.

Our clientele spans various net worth levels and household incomes, ensuring personalized attention to each individual.

Compensation and Benefits:
We recognize and appreciate the dedication of our employees.

Your success is supported by a competitive salary ranging from $65k to $85k, based on experience, along with a comprehensive benefits package that includes:

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401k with Employer Matching
• Tuition Reimbursement
• Paid Time Off, including Volunteer Work
• Dependent Care Flexible Spending Account
• Flexible Work Hours

We aim to foster a collaborative and innovative environment where every team member feels empowered to contribute to our processes, decisions, and culture.


Minimum Qualifications:
• 3+ years of experience in the financial services sector
• Exceptional interpersonal abilities
• Strong communication skills, both verbal and written, with a focus on clarity and professionalism
• Proven ability to organize, prioritize, and manage multiple tasks and deadlines
• Proficient in internet research and skilled in Microsoft Office Suite
• Effective resource management

Your Role as the Senior Client Services Specialist:
• Act as the primary Senior Client Services Specialist for assigned new and existing clients.

• Address client service requirements in partnership with our Operations Team to provide administrative support for client accounts, including but not limited to account funding, cash flow management, required minimum distributions, charitable contributions, and online access.

• Implement onboarding procedures for new clients.
• Develop strategies to manage client life events in collaboration with advisors and legal professionals.
• Schedule, prepare for, participate in, and follow up on client meetings.
• Provide tax documentation to clients upon request.
• Cultivate relationships with clients that reflect empathy, expertise, and thoroughness.
• Ensure compliance with industry regulations and internal procedures.
• Perform additional duties as assigned.

Are you ready to advance your career in the finance industry? Join us in providing exceptional service and contributing to the evolution of financial solutions.

We are an equal opportunity employer that values diversity in the workplace and does not discriminate based on any protected status.