What are the responsibilities and job description for the Client Relationship Specialist position at Prudential Advisors?
About us
Prudential Advisors is a successful and growing financial advisement firm in Marion, IL. We are customer-centric, professional, and collaborative. Our goal is to provide our clients with the best personalized financial advice, planning, and services. We specialize in wealth management, retirement planning, and life insurance.
Our work environment includes:
- On-the-job training
- Growth opportunities
- Modern office setting
- Four day work week
Our team is seeking a Client Relations Specialist who is detail-oriented and loves working in a team environment. As a Client Relations Specialist, you will be an integral part of our sales team and will work in conjunction with cross-functional teams to ensure the successful onboarding of clients. We are looking for an individual who can set priorities, monitor sales contracts and reviews, create and execute action plans and provide customer service to our growing list of clients.
Responsibilities:
- Provide excellent customer service.
- Demonstrate strong listening skills.
- Stay up to date on the latest technology.
- Field calls from customers.
- Document all issues.
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
Benefits:
- Paid time off
Work Location: In person
Salary : $35,000 - $45,000
