What are the responsibilities and job description for the Client Relationship Manager position at Lincoln Investment?
We are seeking a highly motivated and detail-oriented professional to fill the role of Sales Assistant at Lincoln Investment, a dynamic Financial Planning Practice.
This exciting opportunity requires excellent customer service and problem-solving skills, enabling the candidate to build strong relationships with clients and provide accurate information to advisors.
The ideal candidate will possess excellent oral and written communication skills, be extremely organized, and have the ability to work independently with strong attention to detail.
Key Responsibilities:
- Manage client relationships via phone and email
- Assist with client account management, including account changes and updates
- Prepare for client appointments and assist with scheduling
- Monitor and process mail
- Document client interactions using our CRM system
Skills and Qualifications:
- Series 6/7 and 63/66 FINRA registrations
- Customer service experience
- Word processing and spreadsheet experience
- Strong organizational and time management skills
- At least 2 years of previous experience in a sales support role or equivalent combination of education and experience
