Client Relations Specialist

1 week ago


East Greenbush, New York, United States Nassau Full time
Position Overview: Client Relations Specialist

As a Client Relations Specialist at Nassau Financial Group, you will play a crucial role in delivering outstanding service for our life and annuity offerings. Your main focus will be to facilitate a smooth policy lifecycle experience for both clients and advisors. You will manage a variety of financial and administrative tasks while serving as a dependable source of information for advisors and policyholders.

Core Responsibilities
  • Execute financial and administrative operations throughout the policy lifecycle
  • Comply with company policies and procedures, ensuring adherence to regulatory standards
  • Effectively address complex customer inquiries
  • Investigate and prioritize solutions to fulfill business and client requirements
  • Engage in initiatives aimed at improving customer satisfaction
  • Support corporate strategies and distribution partnerships
  • Collaborate effectively within a team setting
  • Receive comprehensive training and development opportunities
  • Perform additional responsibilities as assigned
Qualifications and Skills
  • High school diploma or GED required (Associate degree preferred)
  • At least 2 years of experience in customer service or call center roles
  • Background in annuities or insurance is beneficial
  • Exceptional communication skills for client interactions
  • Strong analytical and problem-solving capabilities
  • Ability to work independently and proactively
About Nassau Financial Group

Nassau Financial Group is a prominent financial services provider dedicated to offering competitive salaries, performance-based incentives, and opportunities for professional advancement. Our philosophy emphasizes rewarding excellence, supporting employee development, and nurturing an entrepreneurial environment. We are committed to delivering high-quality products and services that address the evolving financial needs of our clients.

Nassau Financial Group is an equal opportunity employer, promoting diversity and providing a supportive workplace for all employees.

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