Job Description
We are seeking a highly organized and motivated individual who is interested in a long-term opportunity as the Client Relations Specialist for a successful financial planning practice. As a member of our dedicated team, you will play a vital role in assisting our clients and ensuring they are well tended to and fully satisfied with our services. The ideal candidate must be detail and service-oriented, able to prioritize and manage multiple projects, and comfortable working in a fast-paced environment.
Work responsibilities will include the following:
CLIENT SERVICE:
- Manage incoming calls
- Answer client questions or concerns in a timely, informative and professional manner
- Handle client service issues as they arise
- Schedule client appointments
- Prepare for client meetings
- Obtain, process and maintain client information and transactions into CRM • Handle client meeting follow-up tasks as delegated
- Assist with new client onboarding process
- Prospect for new clients and coordinate initial meetings
- Develop and foster growth within existing clientele
- Frequently check-in with clients to confirm their satisfaction of services provided • Inform clients of new available services and updates to existing services • Ensure compliance with company and industry regulations
- Exhibit knowledge regarding the products and services offered
- Work according to set standards and operating procedures
OPERATIONS:
- Perform basic administrative and clerical duties as needed
- Scan client documents into electronic filing system
- Work with and report progress on specific projects to supervisor • Inventory and order office supplies
- Manage office technology and servicing
REQUIREMENTS AND QUALIFICATIONS:
- Bachelor’s degree in business, finance or related field
- 2+ years of experience in a client services role
- Possess California life insurance license or be willing to obtain within 30 days of hire
- Computer literacy and proficiency in Microsoft Office Suite (Excel, Outlook, Word), Windows 10, and Adobe Acrobat.
- Experience in insurance, investment management or financial planning industry a plus
- SalesForce experience a plus
- Team player with a positive attitude
- Strong organizational skills
- Highly detail-oriented
- Excellent oral and written communication skills
- Comfortable engaging with clients over phone and video
- Exceptional customer service skills
- Ability to thrive independently in a fast-paced, deadline-driven environment • Adept problem solver
This role offers competitive compensation. Benefits offered after probationary period. Please submit cover letter and resume in Word or PDF format.
Company Description
Financial Strategies of California is a firm that focuses on wealth management and was founded in 1989 in Sacramento, CA. Our firm offers decades of experience in financial problem-solving through creative and innovative thinking. We serve as your independent and unbiased resource to help ensure that plans and solutions agreed upon by your team of advisors are implemented, and that your immediate and long-term financial goals are met.