What are the responsibilities and job description for the Customer Relations Specialist position at Wealth Optimization Network, LLC?
Wealth Optimization Network, LLC is a client-focused financial planning and wealth management firm led by James M. Honaker, CERTIFIED FINANCIAL PLANNER™ practitioner, along with a team of associates and staff who serve as dedicated client advocates. The firm supports families and business owners by taking each client’s unique concerns, situations, and needs to heart. Its mission is to understand, assist, educate, and guide clients with care and compassion through a holistic, comprehensive wealth management and asset protection planning process. Clients benefit from coordinated support across Financial Planning, Wealth Management, and Individual & Group Products Division teams and resources. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC; full disclosures are available at wealth-network.com.
The Customer Relations Specialist is a full-time, on-site role based in Buffalo, NY. This position is responsible for serving as a primary point of contact for clients, responding to inquiries, and providing timely, accurate information about services and processes. Day-to-day responsibilities include managing client communications by phone, email, and in person; coordinating appointment scheduling; and ensuring that client records and documentation are updated and maintained. The role also involves supporting client onboarding, addressing service issues, following up on requests to promote customer satisfaction and retention, and collaborating with advisors and internal teams to deliver a positive client experience. The specialist is expected to uphold high standards of professionalism, confidentiality, and service in every client interaction.
Qualifications
- Strong customer service and customer support skills, with the ability to handle client inquiries and resolve issues effectively.
- Demonstrated focus on customer satisfaction and customer retention, with a commitment to building long-term client relationships.
- Excellent communication skills, including clear verbal and written communication and active listening.
- Ability to work collaboratively with internal teams and maintain accurate client records and documentation.
- Previous experience in a client-facing role, preferably in financial services or a professional services environment.
- High level of integrity, discretion, and respect for client confidentiality.
- Proficiency with office productivity tools and customer relationship management (CRM) systems.
- Associate’s or Bachelor’s degree in business, communications, or a related field is preferred, or equivalent relevant experience.