What are the responsibilities and job description for the Financial Planning Team Member position at Johnson Brunetti?
Job Summary
We are seeking a highly motivated and customer-focused Senior Client Service Specialist to join our team at Johnson Brunetti.
Main Responsibilities:
- Support the Client Service team by providing exceptional client support and building relationships with prospects and clients.
- Stay up to date with company processes, guidelines, and industry information to provide expert guidance to team members.
- Develop and implement efficient processes to enhance client satisfaction and experience.
- Collaborate with the Financial Advisor to prepare for client appointments and ensure seamless transitions.
