Client Relationship Specialist

Job Overview:The Client Relationship Specialist will provide vital daily support to ensure the Financial Advisor functions efficiently while delivering exceptional service to clients and prospects. This role involves the seamless execution of operational tasks, client service duties, and administrative responsibilities to maintain smooth day-to-day operations of the Financial Advisor’s practice. Industry-specific tasks include application submission, account transfer follow-ups, client service support, and appointment preparation. Responsibilities and Duties:Calendar Management:Schedule and coordinate meetings and calls for clients, prospective clients, and business contacts.Update the calendar with relevant meeting materials, conference call information, and travel details.Track and book client account reviews.Reserve external office spaces for client meetings as necessary.Coordinate availability with business contacts and staff.Confirm all appointments one day prior to the meeting.Administrative Support:Manage paperwork for Securities and Insurance licensing for the Financial Advisor.Attend and track action items for weekly admin and office meetings.Answer and appropriately direct incoming client phone calls.Greet clients upon arrival and escort them to/from meetings.Manage the Financial Advisor’s mail and email by filtering out unnecessary content and routing important items.Retrieve, summarize, and follow up on voicemail messages as instructed.Support reception and other assistants as a backup when needed.Prepare and maintain mailing lists for holiday cards and other client mailings.Track and update continuing education (CE) and other professional licenses.Ensure the Financial Advisor is stocked with necessary supplies, including business cards.Respond to requests for proof of E&O insurance.Client Service Responsibilities:Preparation for Prospective Client Meetings:Organize documents, including account statements, Social Security information, and portfolio details.Update calendar entries with all necessary meeting materials.Ensure all prospect information is entered into and updated in the CRM (Salesforce).Coordinate with the Service Advisor to complete reports (e.g., Social Security, Riskalyze, eMoney) prior to the meeting.Scan and save all documents in the client’s folder before meetings.Prepare any required account opening paperwork as instructed by leadership.Preparation for Existing Client Meetings:Prepare a draft memo to file for meeting notes.Summarize client accounts and prepare statements and relevant reports.Research and resolve outstanding client issues prior to the meeting.Ensure all documents are organized, saved, and available prior to meetings.Prepare meeting folders with a 3–4-day lead time, ensuring Riskalyze scores and other follow-up materials are updated.Book and confirm client meetings.Existing Client Support:Send thank-you notes, confirmation letters, and regular updates to new clients.Assist with account review meetings and ongoing client communications.Follow up with clients post-review to ensure their expectations are met or exceeded.Support clients with inquiries, account maintenance, and problem resolution.Investigate insurance policies, annuities, and security holdings when necessary.Track and manage Required Minimum Distributions (RMDs) to ensure compliance.Maintain and update electronic client files.Process client requests such as address changes, beneficiary updates, and distribution requests.Keep clients informed of the progress of any outstanding paperwork or requests.Track and manage pending and completed business, ensuring deadlines are met.Success Metrics:Responsiveness: 100% of client calls and emails were responded to within 24 business hours.Task Completion: 95% of client-related tasks completed on time, with no more than 2% delayed beyond 48 hours.CRM Updates: 100% of client notes and updates entered Salesforce within three business days.Paperwork Accuracy: Maintain NIGO (Not in Good Order) rates below the industry average.Qualifications:Education: Bachelor’s degree in business administration, marketing, communications, or a related field (or equivalent experience).Experience: 2 years of experience in client relations, customer service, or account management (preferably in financial services or wealth management).Skills:Strong verbal and written communication skills.Customer-focused attitude with strong interpersonal skills.Proven problem-solving and conflict-resolution abilities.Experience managing multiple client accounts and prioritizing tasks.Familiarity with CRM software (e.g., Salesforce) and proficiency in Microsoft Office Suite.Strong organizational and time-management skills.Attention to detail and ability to handle confidential information with care.Salary Range:Competitive and commensurate with experience.Working Conditions:Full-time positionFully remote or in-office with a possible hybrid schedule after 90 days.Compliance:Strong commitment to adhere to all rules and regulations as outlined by the Liberty Group and relevant regulatory bodies.Physical and Other Requirements:This position requires prolonged periods of sitting, standing, and hand use for computer operation. You will need to communicate clearly and effectively with clients and team members, both in writing and verbally. This role involves working with strict deadlines and in a collaborative team environment.Disclaimer:This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position and in no way states or implies that these are the only duties to be performed by the employee occupying this position. These duties are subject to change at the discretion of Management. Employees will be required to follow and perform any other job-related instructions and duties in compliance with Federal and State Laws. All job requirements are subject to possible modification to accommodate individuals with disabilities reasonably. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

Salary : $60,000 - $75,000