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Client Relationship Specialist

beBee Careers
Glastonbury, CT Full Time
POSTED ON 4/29/2025
AVAILABLE BEFORE 5/28/2025

About the job

This Client Relationship Specialist position requires a highly motivated and organized individual who can build strong relationships with clients and deliver exceptional customer service.

The successful candidate will work closely with our team to understand clients' needs and provide tailored solutions to meet their goals.

Responsibilities include:

  • BUILDING RELATIONSHIPS WITH CLIENTS THROUGH REGULAR COMMUNICATIONS AND MEETINGS
  • PROVIDING EXPERT ADVICE AND GUIDANCE TO CLIENTS ON THEIR FINANCIAL GOALS
  • ENSURING ADMINISTRATIVE TASKS ARE COMPLETED IN A TIMELY MANNER

The ideal candidate will possess:

  • MINIMUM 3 YEARS OF EXPERIENCE IN CLIENT SERVICE ROLES WITHIN THE FINANCIAL SERVICES INDUSTRY
  • DEMONSTRATED ABILITY TO BUILD STRONG RELATIONSHIPS WITH CLIENTS
  • EXCEPTIONAL COMMUNICATION AND INTERPERSONAL SKILLS
  • ABILITY TO WORK WELL UNDER PRESSURE AND PRIORITIZE TASKS EFFECTIVELY

We offer a dynamic and supportive work environment, opportunities for professional growth, and a competitive compensation package.

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