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Client Relationship Specialist

2 months ago

San Diego, California, United States Vets Hired Full time

About the Position
Client Relationship Specialist
Job Type: Full Time

Your Role:
Are you passionate about delivering exceptional service? Do you excel in assisting clients? We are seeking a Client Relationship Specialist to:

  • Maintain accurate management systems with client data
  • Inform clients about account services and functionalities
  • Assist in the creation of reports and other materials for client discussions
  • Gather necessary documentation for initiating new accounts and service requests
  • Organize team marketing events and manage promotional materials
  • Provide the team with a comprehensive calendar of activities

Your Expertise:
- Series 7 and 66 licenses (preferred)
- Experience in financial services, particularly in client-facing roles or significant experience in client service within the finance industry.

Qualifications:
- Bachelor's degree or equivalent, preferably with a focus on business
- Excellent written and verbal communication skills, along with strong organizational abilities
- Attention to detail
- Team player with friendly interpersonal skills
- Ability to work with utmost discretion, tact, and adaptability to evolving demands