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Client Experience Specialist

2 months ago

Raleigh, North Carolina, United States Prime Capital Financial Full time
Job Summary

We are seeking a highly motivated and experienced Senior Client Service Specialist to join our team at Prime Capital Financial. As a key member of our client service team, you will play a critical role in delivering exceptional service to our clients and supporting the growth of our business.

Key Responsibilities
  • Provide exceptional client service and support to our clients, including responding to inquiries, resolving issues, and escalating complex matters as needed.
  • Work closely with our financial advisors and other team members to ensure seamless delivery of services and support to our clients.
  • Develop and maintain a deep understanding of our clients' needs and preferences, and use this knowledge to tailor our services and support to meet their individual needs.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to improve our services and support to our clients.
  • Collaborate with our operations team to ensure efficient and effective delivery of services and support to our clients.
Requirements
  • High school diploma required; bachelor's degree preferred or equivalent financial services industry experience.
  • Series 65 preferred; financial investment advisory services industry experience a plus.
  • Strong technology skills, including proficiency in Google Suite, Salesforce, and Microsoft Suite.
  • Excellent written and oral communication skills, with ability to effectively communicate with clients, advisors, and other team members.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Strong attention to detail and organizational skills, with ability to manage multiple tasks and projects simultaneously.
Benefits
  • Health, dental, vision, group life & disability, HSA.
  • 401(k) plan.
  • Teladoc.
  • Generous PTO.
  • 12 paid holidays.
  • EAP.