This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:
• Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
• Utilizing websites and software to obtain client and product information
• Responding to client service calls, emails and texts in a friendly and professional manner
• Completing each service request and resolving client issues in a timely manner
• Inputting detailed notes into CRM and keeping updated
• Coordinating and following up on client transfers, contributions, distributions
• Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
• Updating client plans for upcoming review appointments and processing post-review follow up items
• Maintaining professional communication with clients and other team members • Assisting in setting client appointments for advisors when needed
• Cross training to assist with New Business processing
• Meeting with clients to review plans, answer quest
$55,000 to $65,000 per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.