What are the responsibilities and job description for the Client Support Specialist position at Martinelli Financial Services?
Job Summary
Martinelli Financial Services seeks a skilled Client Services Associate to provide exceptional support to our financial advisors, clients, and branch staff. In this critical role, you will be responsible for managing client interactions, conducting research, maintaining accurate records, and collaborating with cross-functional teams to drive business growth and expansion.
Key Responsibilities
• Manage client interactions, including phone calls, emails, and in-person meetings, ensuring exceptional customer service
• Assist financial advisors with account opening, onboarding, and maintenance
• Conduct thorough research on client information, utilizing internal databases and technology
• Maintain accurate records, track transactions, and update client documentation
• Collaborate with cross-functional teams to achieve business objectives and drive results
Requirements
• Bachelor's degree or equivalent experience
• Strong communication and interpersonal skills, with the ability to work effectively in a fast-paced environment
• Proficiency in Client Relationship Management (CRM) software and other relevant technologies
• Series 7, 63, and 65 licenses preferred, but not required
Benefits
We offer a competitive compensation package, including a bonus structure, retirement plan, health insurance, and hybrid schedule. Our goal is to provide a supportive and inclusive work environment that fosters personal and professional growth. Come grow with us and see where your career can take you!
Martinelli Financial Services seeks a skilled Client Services Associate to provide exceptional support to our financial advisors, clients, and branch staff. In this critical role, you will be responsible for managing client interactions, conducting research, maintaining accurate records, and collaborating with cross-functional teams to drive business growth and expansion.
Key Responsibilities
• Manage client interactions, including phone calls, emails, and in-person meetings, ensuring exceptional customer service
• Assist financial advisors with account opening, onboarding, and maintenance
• Conduct thorough research on client information, utilizing internal databases and technology
• Maintain accurate records, track transactions, and update client documentation
• Collaborate with cross-functional teams to achieve business objectives and drive results
Requirements
• Bachelor's degree or equivalent experience
• Strong communication and interpersonal skills, with the ability to work effectively in a fast-paced environment
• Proficiency in Client Relationship Management (CRM) software and other relevant technologies
• Series 7, 63, and 65 licenses preferred, but not required
Benefits
We offer a competitive compensation package, including a bonus structure, retirement plan, health insurance, and hybrid schedule. Our goal is to provide a supportive and inclusive work environment that fosters personal and professional growth. Come grow with us and see where your career can take you!
