What are the responsibilities and job description for the Client Experience & Operations Associate position at RIZZO FINANCIAL GROUP, LLC?
Key Responsibilities
Client Service & Relationship Management
- Serve as a primary point of contact for client inquiries and service requests.
- Conduct client risk profile analyses to ensure investment strategies align with client goals.
- Assist in preparing and delivering comprehensive financial plans using our planning software.
- Support client retention initiatives, appreciation events, and special projects.
Operational & Compliance Projects
- Conduct client fee analysis for advisory accounts to identify opportunities for appropriate adjustments.
- Review and analyze opportunities to transition brokerage accounts to fee-based structures.
- Ensure CRM (Redtail) is accurately maintained with detailed notes and activity tracking.
- Evaluate office policies, workflows, and procedures to improve operational efficiency.
Business Development & Marketing Support
- Collaborate with our marketing team to develop new ideas for client growth and retention.
- Assist in managing RetirementRoad.com, ensuring content is current and client-focused.
- Help coordinate prospecting events and client appreciation gatherings.
Professional Development & Research
- Conduct product and investment research to support recommendations.
- Work toward obtaining industry licenses (SIE, Series 7) with sponsorship and study costs fully covered by the firm.