Client Advocate

Company Overview

Kennedy Financial Services is a leading planning firm specializing in a comprehensive range of financial services, including investments, taxes, insurance, and legacy planning. Our commitment to excellence drives us to provide tailored solutions that meet the unique needs of our clients.

Summary

As a Client Advocate at Kennedy Financial Services, you will be instrumental in ensuring our clients receive exceptional service and support. This role is vital in fostering strong relationships with clients while contributing to our mission of being an industry leader in financial planning.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and providing support.
• Assist clients with understanding their financial options and services available.
• Maintain accurate client records and update information as necessary.
• Collaborate with team members to enhance client experiences and resolve issues promptly.
• Conduct follow-ups with clients to ensure satisfaction and retention.
• Support sales initiatives by identifying opportunities for additional services.
• Participate in training sessions to stay updated on industry trends and best practices.

Qualifications

• Proven experience in client services or customer support roles, preferably in the financial sector.
• Strong communication skills with the ability to engage effectively with diverse clients.
• Familiarity with data entry processes and office software is beneficial.
• Sales experience is advantageous but not required.
• Demonstrated ability to work collaboratively within a team environment.

If you are passionate about providing outstanding client support and want to be part of a dynamic team at Kennedy Financial Services, we invite you to apply today!

Job Type: Full-time

Shift:

• 8 hour shift

Ability to Commute:

• Eastland, TX 76448 (Preferred)

Ability to Relocate:

• Eastland, TX 76448: Relocate before starting work (Required)

Work Location: In person