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Client Relations Specialist

2 months ago

Lincoln, Nebraska, United States TalentLink Solutions Full time

About Us
We are a specialized wealth management firm dedicated to assisting clients approaching or enjoying retirement. Our comprehensive services encompass retirement planning, estate planning, and investment management, enhanced by our affiliated CPA firm that offers tax planning and preparation. This unique combination allows us to deliver exceptional value to our ideal clients. Our mission is to partner with clients, guiding them through a successful retirement journey. We pride ourselves on being a close-knit team that supports one another in achieving this goal. We enjoy helping others, working diligently, and sharing moments of laughter while continuously seeking improvement—qualities we hope resonate with you.

Role Overview
The Client Service Associate serves as a key player in enhancing the firm's operational efficiency and client experience. This role requires strong communication skills and a professional demeanor to provide outstanding service to clients and team members alike. Responsibilities include:

  • Administrative Support
    • Act as the first point of contact for visitors, showcasing a positive attitude.
    • Manage incoming phone calls, accurately taking messages and directing calls appropriately.
    • Schedule meetings and maintain calendars for team members.
    • Organize electronic and paper filing systems to ensure efficiency.
    • Assist in coordinating marketing efforts, managing client communications.
    • Collaborate with external vendors and consultants as needed.
    • Support the preparation of client tax returns, including document scanning and data entry.
    • Gather information for client accounting services.
    • Track and report on professional development hours.
    • Perform other administrative tasks as required.
  • Client Service
    • Prepare and submit new account paperwork, ensuring all forms are completed accurately.
    • Handle routine client account matters, including updates and inquiries.
    • Assist in preparing for client meetings, including agenda distribution and material preparation.
    • Communicate with clients to resolve service challenges.
    • Effectively manage and prioritize client service tasks, adhering to CRM workflows.
    • Monitor outstanding client service items, proactively addressing issues and providing updates.
    • Guide clients in understanding their requirements and ensure follow-through.
    • Support prospective client processes.
    • Assist clients with online account navigation.
    • Perform additional client service-related tasks as necessary.
  • Operations Support
    • Conduct data entry and generate reports using various software and spreadsheets.
    • Assist in developing and updating client service workflows within the CRM system.
    • Contribute to additional operational projects, including technology initiatives and data analysis.
Qualifications
  • A strong commitment to delivering high-quality performance in all tasks.
  • Minimum of 3 years of experience in professional services, preferably in Wealth Management or Accounting.
  • High school diploma or equivalent; a Bachelor's degree is highly preferred.
  • Friendly and approachable demeanor.
  • Excellent written and verbal communication skills.
  • Proven experience in administrative and client service roles.
  • Strong organizational and time management abilities.
  • Attention to detail and accuracy in data entry and recordkeeping.
  • Able to self-manage and prioritize effectively while following established procedures.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • A curious mindset with a commitment to ongoing professional development.
  • Familiarity with core platforms such as Redtail and Microsoft Suite is preferred.