What are the responsibilities and job description for the Client Service Specialist - Needham, MA position at Johnson Brunetti Retirement & Investment Specialists?
Client Service Specialist
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer-focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced financial planning firm is looking to expand our team. We have the tools, and resources to help you build a great future while sharing your expertise!
Responsibilities / Tasks :
This Client Specialist Representative will be expected to consistently follow through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and / or monthly tasks may include :
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated records
- Coordinate and follow up on each client transfer
- Review applications prior to submission
- Prepare client review summary for upcoming appointments
- Assist with New Business processing
Requirements for this Position :
