What are the responsibilities and job description for the Client Relationship Specialist position at Empress Investment Group?
About Us : Empress Investment Group is a Los Angeles-based, women-led financial planning firm dedicated to empowering women through wealth management. Recognized by FORBES for four consecutive years, we are a team of driven, collaborative professionals who value teamwork, innovation, and making a meaningful difference in our clients' lives. We are seeking an energetic and engaging Client Relationship Specialist to play a vital role in prospect outreach, marketing initiatives, and overall client experience. If you thrive in a dynamic, fast-paced environment and enjoy building relationships, we would love to hear from you!Position Overview : As a Client Relationship Specialist, you will be the first point of contact for prospective clients, guiding them through our onboarding process and ensuring they understand our value proposition. You will also manage appointment scheduling, oversee marketing efforts, and contribute to the smooth operation of our office.Key Responsibilities : Serve as the primary liaison for prospective clients, welcoming them to the office and guiding them through the initial engagement process.Conduct outreach to potential clients who have expressed interest in our services (no cold calling).Assess prospect compatibility and schedule meetings with financial advisors.Organize and coordinate marketing events and networking opportunities to strengthen relationships with existing clients and attract new prospects.Implement and track new marketing initiatives to enhance client engagement.Maintain and update prospect / client data and marketing efforts using spreadsheets and CRM software.Collaborate with the social media team on content creation and posting strategies.Provide administrative support, including ordering supplies, managing mailings, and scanning documents.Assist financial advisors and operations personnel with file preparation and customer service-related tasks.Skills & Qualifications : Strong ability to engage and motivate prospects to schedule appointments.Excellent calendar management and organizational skills.Detail-oriented with a results-driven mindset and consistent follow-through.Exceptional communication skills, both written and verbal.Strong problem-solving abilities and resourcefulness in overcoming challenges.Ability to manage multiple priorities and meet deadlines effectively.Proficient in phone-based client interactions and relationship building.Advanced command of the English language, including grammar and professional correspondence.Experience working in a fast-paced, client-focused environment.Minimum Requirements : Intermediate to advanced proficiency in Microsoft Excel.At least 2 years of experience in scheduling and calendar management.At least 1 year of experience in telemarketing, appointment setting, or client outreach.Sales and event coordination experience preferred.Background in financial services or wealth management is a plus.Work Environment & Schedule : Location : In-person role at our Los Angeles office.Schedule : Monday to Friday, 8-hour shifts; evenings and weekends as needed.Communication Methods : Email, phone, and in-person interactions.Benefits & Perks : Health & Wellness : Medical, dental, and vision insurance.Financial Security : 401(k) with company matching and retirement plan.Work-Life Balance : Paid time off and holiday benefits, including your birthday!Growth Opportunities : A dynamic and supportive environment for professional development.If you are a proactive, people-oriented professional looking for a fulfilling role in a fast-growing financial services firm, we encourage you to apply today!To Apply : Please submit your resume and a cover letter detailing your qualifications and interest in the role.
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