Client Relationship Specialist
1 week ago
About the Opportunity
We are seeking a highly motivated and detail-oriented individual to join our team as a Client Relationship Specialist. In this role, you will play a critical role in helping clients achieve their long-term financial goals.
Responsibilities
- Client Relationships: Build and maintain strong relationships with existing clients, understanding their financial goals and developing strategies to help them achieve success.
- Marketing and Events: Assist in planning and executing marketing events and campaigns to attract new clients and promote our services.
- Administrative Support: Provide administrative support to our Financial Advisors, including data entry, client communication, and other tasks as needed.
What We Offer
We offer a competitive salary of $23.41 per hour, based on experience, plus a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off.
Requirements
To be successful in this role, you will need to have excellent communication and interpersonal skills, be able to work independently, and have a strong attention to detail. You will also need to be proficient in current office technology and willing to learn how financial services/markets work.
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