Address
Form of work
Salary```Overview```
We are seeking a highly motivated and customer-focused individual to join our team as a Relationship Specialist. Working within our independent office, a Relationship Specialist supports the office by supporting the clients, staff, and Financial Consultant. The person in this administrative, client facing role must maintain consistent and effective communication between the clients and the Financial Consultant, to guarantee progress towards common goals. This is an excellent opportunity for someone who enjoys helping others and has strong communication skills.
```Responsibilities```
- Answer phones, check messages
- Assist with scheduling appointments and preparation of client paperwork and presentations
- Assist with new client onboarding process
- Manage related client information including identifying, investigating and establishing affiliates and maintaining accuracy of client relationships as they apply to various financial data and reporting systems.
- Help coordinate submission of marketing materials to Institution Compliance & LPL Marketing Regulatory Review
- Help coordinate marketing events associated with the institution or program.
- Track key customer demographics for institution to help management determine best practices and products for location.
- Produce reports for management and Financial Consultants based on program data, client data and/or regional data, gathered from multiple sources to:
```Qualifications```
- Strong communication and interpersonal skills, both written and verbal. Able to effectively present to and communicate with management and other team members.
- Superior customer service and attention to detail.
- Proactive, dependable, hardworking and flexible.
- Demonstrate commitment to accuracy and quality while meeting goals or deadlines.
- Ability to prioritize workload and perform multiple tasks.
- Self-directed and able to work within a team to expedite completion of critical projects with other functional groups.
- Ability to work well in a fast-paced, deadline-driven setting.
- Strong administrative, organizational and project management skills.
- Ability to negotiate with clients and partners while maintaining positive relationships.
- Excellent document interpretation and analytical skills.
- Must be proficient in MS Office
- Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA, FRGIS and LPL Financial.
EXPERIENCE:
Minimum of 1 year in customer service, project management or extensive multi-person support.
At our company, we value our employees and offer a competitive pay along with the following benefits:
- Retirement savings plan
If you are a dedicated individual who is passionate about providing excellent customer service, we encourage you to apply for this position. Join our team and make a difference in the lives of our valued customers!
Job Type: Part-time
Pay: $30.00 - $35.00 per hour
Work setting:
- In-person
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Frankfort, IL 60423 (Required)
Ability to Relocate:
- Frankfort, IL 60423: Relocate before starting work (Preferred)
Work Location: In person
