What are the responsibilities and job description for the Client Services Specialist - Appointment Setter position at Lock & Gain Retirement Solutions?
Overview
Event planning, customer service, administrative, and project coordination. Requires a combination of organizational skills, attention to detail, and the ability to multitask across various functions.
Event Planning & Management:
- Collaborate with the Field Marketing Organization to develop a yearly seminar and event calendar.
- Coordinate all logistics for in-person seminars and events:
- Venue bookings, securing event dates, and handling confirmation calls.
- Screening attendees and preparing seminar materials (packets, badges, gift bags).
- Managing registration, event setup, and breakdown.
- Attending all events to provide onsite support.
- Post-event duties:
- Make thank-you calls to attendees.
- Enter attendee information into the CRM system.
Office & Calendar Management:
- Coordinate the busy office calendars for both the Leland, NC and Myrtle Beach, SC offices.
- Make confirmation calls for appointments at both locations.
Client Relationship & CRM Management:
- Maintain up-to-date client records in the CRM system.
- Provide exceptional customer service, addressing client inquiries and financial needs in-person or over the phone.
- Build and maintain strong customer relationships through communication and personalized service.
Administrative Support:
- Scan and upload client documents into the ShareFile database.
- Assist team members with special projects or other assignments as needed.
Additional Responsibilities:
- Other duties as assigned.
Requirements
This role requires someone highly organized, with great communication skills and the ability to juggle multiple tasks in an extremely fast environment.
Background check required.
Job Type: Full-time
Pay: $54,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- Profit sharing
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $54,000 - $60,000