Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com
Client Relations Assistant
General Responsibilities
The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but not limited to, maintaining the client database, generating client leads and running weekly/monthly reports, under the direction of the program Director. The program has responsibility and accountability for the firm's unassigned clients.
Specific responsibilities include but are not limited to:
Business Operation
Assist the CRC Director/Coordinator with all aspects of the clients relations program
Client Management
Maintains unassigned client data in CRM and other systems
Uses online search resources for incorrect number requests and sends letters to obtain updated contact information
Follows up on corporate undeliverable mail requests- contacts client for updated information
Scans and e-files (Docket) client documents and correspondence
• Mails Introduction letters to unassigned clients • Reviews Client Activity Report/Adv Find for transfers into client center for lead sharing. • Makes Introduction calls to clients remaining in the program following segmentation or advisor termination • Unshares and Quiet Files Requests
Lead Generation
Proactively generates leads of unassigned clients
Age Changes
TC and APB Spreadsheets
Marketing Leads
Reports
Provides Monthly Leads Shared and Open Phone Call Reports to Director
Qualifications
Licensing and contracting minimum requirements when interacting with clients:
Life and Health Exam - preferred
Obtained within 6 months of hire, if not currently licensed
Proficient in Microsoft Office Applications (Word- Mail Merge, Excel, Microsoft Dynamics CRM)
Competencies
3+ years as an Executive Assistant or Administrative Professional
Strong organizational and time management skills
Strong attention to detail
Excellent written and oral communication skills
Excellent database management skills
Location: Hybrid- 3x a week in Indianapolis office