The Client Contact Specialist plays a crucial role in supporting Financial Advisors as they help clients achieve their financial goals. This position is integral in ensuring a positive client experience by assisting Advisors in gathering the necessary information to create financial plans and meet service product needs. As a key member of our local support team, you will:
Key Responsibilities:
Promote Exceptional Client Experience: Ensure that every client interaction is positive and professional, supporting the Advisor in fostering strong client relationships.
Scheduling & Information Collection: Schedule and confirm client appointments. Work closely with clients to collect required information for financial plans or product needs.
Maintain Client Files: Ensure client and prospect files are accurately maintained in the database, keeping contact information up to date and organized.
Advisor Communication: Regularly communicate with the Advisor regarding daily activities, including appointments, seminars, and calendar updates.
Positive and Professional Demeanor: Consistently project a professional and positive appearance and attitude during all client interactions and internal team communications.
Marketing Events Support: Collaborate with the district and office to maintain a marketing events calendar, assisting in the coordination of events as needed.
What We Offer:
Competitive wages
A pleasant and collaborative work environment
Opportunities for professional development and career advancement
Control over your career trajectory
Portable career opportunities across the United States and overseas
Desired Qualifications:
Strong organizational, written, and verbal communication skills
Proficiency in basic computer skills and Microsoft Office, particularly Outlook, Word, and Excel
Ability to manage multiple tasks and thrive in a fast-paced environment
Self-motivated and proactive
High school diploma or equivalent
Satisfactory completion of background check, fingerprinting, and any required employment documentation or screening tools per the hiring district