What are the responsibilities and job description for the Client service specialist position at H Cap Connect, LLC?
Are you passionate about creating exceptional client experiences? Do you have a keen eye for detail, superb organizational skills, and a proactive approach to problem-solving?
You may be the perfect fit for this Client Service Specialist role! Our client seeks a client-focused professional to support their financial advisors in delivering top-tier service.
The office is located in Avon, Ohio.
About the Role
As the Client Service Specialist , you are an essential part of our team and play a pivotal role in supporting the Financial Advisor.
You’ll be a direct line of communication with clients, ensuring their needs are met and all services are delivered seamlessly.
This role is more than just administrative; it’s about relationship-building, client satisfaction, and running our operations smoothly.
Key Responsibilities
- Build and maintain strong relationships with clients, ensuring they feel valued and supported.
- Follow up with clients after the meeting to confirm that all necessary paperwork has been completed and accounts are correctly set up.
- Schedule client appointments and prepare all necessary documentation for meetings.
- Keep detailed notes of client interactions and update our CRM system.
- Compose professional, personalized correspondence to clients.
- Maintain and organize office documentation through scanning and indexing.
- Stay up to date with industry regulations, ensuring compliance in all tasks.
- Perform other duties as required, including occasional reception support.
What You’ll Bring
Education & Experience : A bachelor’s degree in business or a related field is preferred a minimum of 2 years in wealth management or financial services.
Communication Skills : Exceptional written and verbal communication skills, with the ability to interact professionally with clients, vendors, and team members.
Attention to Detail & Organization : Strong organizational abilities and time management skills are essential for success.
Team-Oriented Mindset : Able to work collaboratively in a fast-paced environment.
Professionalism & Drive : A mature, professional presentation with a proactive, can-do attitude.
Why Join This Client?
Our client believes in empowering our clients and supporting our team in every way possible. If you’re ready to make a meaningful impact and grow your career in wealth management, apply today!
Last updated : 2024-11-01