Client Relations Specialist

Our financial firm is seeking a highly motivated Administrative Assistant with a strong attention to detail and administrative skills that will be deployed in a fast paced environment. Ideally the candidate will have had 2 or more years experience in the financial services industry

This position requires our new team member to be a self starter, with a commitment to others with exceptional work ethic and the utmost integrity. This position requires a positive, energetic person who possess a "can do" and "get it done" attitude in a fast pace environment where quality is not sacrificed and details are not missed.

Our firm has been helping families with their financial goals for over 14 years. We are an industry leading firm in both production and growth. If you want to join a team that will demand your best for the sake of others, please keep reading...

Responsibilities:

• Take inbound calls from new and existing clients
• Give service and support to new and existing clients
• Outbound Calls for service and support
• complete, file, and upload paperwork
• Process client requests and complete necessary paperwork
• Set follow-up appointments with pending business to keep clients engaged
• Send out general correspondence to our existing and pending business
• Updating our CRM
• Create and update spreadsheets
• General Administrative tasks

​Qualifications:

• 2 plus year of Previous experience ideally in a financial advisors office
  • At least 2 years of other fast paced detailed oriented task work
• Familiarity with CRM platforms
• 4 plus years of use of Microsoft Office in an office setting
• Ability to build rapport with clients
• Deadline and detail-oriented
• Strong phone skills