Job Description

Building strong, personal relationships with our clients is a key component of our business strategy.

 

Our Client Relationship Specialists will pursue this mission through:

Greeting our clients and prospects as they arrive at the branch;

Delivering unparalleled value, outstanding service and providing a positive client experience;

Assisting the Branch Manager and sales staff with meeting our client’s needs.

 

We are looking for people with a passion for helping clients.

You will be responsible for:

Proactively uncovering additional business development opportunities;

Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation.

 

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

 

 

Skills and experience:

Minimum 12 months in a client service industry;

Outstanding written and oral communication skills;

Ability to manage multiple client situations, needs and inquiries simultaneously;

Must be able to develop and maintain good cross enterprise working relationships;

Basic understanding of brokerage regulations and rules that govern client accounts;

Demonstrated experience handling client concerns and issues with tact and diplomacy;

Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.