What are the responsibilities and job description for the Client Support Specialist position at Harriett Financial Group?
Key Responsibilities:
- Main point of contact for clients for their service needs
- Schedule and confirm client appointments
- Prepare and process client paperwork
- Document client interactions via Redtail CRM
- Submit correspondence and sales material to compliance for review
- Inform financial advisor of client issues
Required Skills and Qualifications:
- Ability to develop strong client relationships
- Excellent oral and written communication skills
- Problem solver and critical thinker
- Ability to anticipate client and advisor needs
- Capable of working under deadlines
