What are the responsibilities and job description for the Client Relationship Specialist position at AG Foundry - Recruiting & Staffing?
AG Foundry - Recruiting & Staffing is searching for a dedicated Client Relationship Specialist to enhance the client experience through exceptional service.
This role requires a creative and organized professional with strong administrative skills, looking to grow and develop professionally in the Wealth Management arena.
Key responsibilities include:
- Providing sales support to financial advisors.
- Managing client databases and creating reports using Salesforce.
- Researching client information through back-office systems.
- Ensuring compliance with firm and industry standards.
