Client Relations Specialist

Job Description

Job Description

Salary : Who We Are

At Revision Wealth Management we are a premier wealth management firm specializing in delivering high-

touch, highly customized financial solutions. With two current branch locations, and a team dedicated to

serving clients, we strive for operational excellence, innovation, relentlessaccuracy and client satisfaction.

Position Summary

The Client Relations Specialist is a critical team member responsible for ensuring the seamless execution of

administrative, operational, and client-facing activities within the office. In this role, you will be the primary

point of contact for our high-net-worth clients, ensuring exceptional service and fostering long-lasting

relationships. This is a client-facing role focused solely on delivering world-class service, with no managerial

responsibilities.

This role requires a highly organized, detail-oriented professional with the ability to juggle multiple priorities,

maintain impeccable accuracy and communicate effectively with internal and external stakeholders. The Client

Relations Specialist will handle incoming and outgoing communications, manage new business applications,

coordinate event logistics, and oversee vendor interactions while consistently delivering high-quality work that

aligns with organizational goals.

This dynamic and personable individual must project a polished and professional image that reflects the high

standards of the wealth management industry. Professional attire and demeanor are non-negotiable, as this

role requires regular client interaction and representation of the firms values. The Administrative Assistant

reports directly to the Chief of Staff and works collaboratively across departments, without supervisory

responsibilities.

Key Responsibilities

Client Engagement and Relationship Building

Act as the primary liaison between clients and the firm, maintaining a high level of

professionalism.

Build trust and rapport with clients by understanding their financial goals, preferences, and

concerns.

Proactively communicate updates, respond to inquiries, and address concerns promptly.

Service Delivery Coordination

Collaborate with internal teams (tax, estate planning, investment) to ensure seamless

execution of client requests.

Monitor and follow up on client deliverables to guarantee timely and accurate completion.

Coordinate meetings, presentations, and account reviews for clients.

Client Onboarding and Support

Assist new clients with onboarding, ensuring they feel confident and informed about our

processes.

Provide detailed explanations of the firms services, tools, and resources tailored to client

needs.

Ensure all client records and documentation are accurate, complete, and up to date.

Act as the first point of contact for incoming and outgoing calls, ensuring all communications

are handled promptly and with professionalism.

Greet and assist clients and visitors to the office, ensuring an exceptional and polished

experience.

Facilitate clear and concise communication between clients, internal teams, and external

vendors.

Proactively follow up on client inquiries and ensure all concerns are addressed or escalated

appropriately.

Problem Resolution

Serve as the first point of contact for client concerns, taking ownership to resolve issues

efficiently.

Escalate complex matters to appropriate team members while maintaining client

confidence.

Continuous Improvement

Solicit client feedback to identify areas for improving service delivery.

Stay updated on industry trends, firm offerings, and regulatory changes to better serve

clients.

Administrative Operations

Process and review new business applications with a high level of accuracy, ensuring compliance

with internal and regulatory standards.

Maintain meticulous records, update client information in CRM systems, and ensure data

integrity.

Oversee calendar management, including scheduling meetings, coordinating appointments, and

tracking deadlines.

Prepare internal and external correspondence, ensuring all documentation adheres to company

standards.

Event Coordination and Logistics

Manage the setup, and breakdown of meetings, events, and presentations, ensuring every

detail is addressed.

Collaborate with internal teams and external vendors to secure necessary materials, equipment,

and services for events.

Monitor event timelines and communications to ensure all activities are executed within scope.

Vendor Relationship Management

Establish and maintain relationships with internal and external vendors to ensure timely and

efficient delivery of goods and / or services.

Assist the Chief of Staff in developing reporting frameworks to improve operational insights.

Quality Assurance and Compliance

Conduct thorough input and reviews of applications, and event plans to ensure completeness,

accuracy, and compliance with regulatory and internal standards.

Collaborate with the compliance team to address any discrepancies or missing information in

applications.

Serve as a liaison between advisors, clients, and custodians to resolve issues that may arise

during the application process.

Proactively track the status of all new business submissions, providing timely updates to

relevant stakeholders.

Assist in onboarding new clients by preparing necessary documentation, coordinating welcome

communications, and ensuring all account setups are finalized without error.

Develop and refine processes to improve the efficiency and accuracy of new business

operations.

Provide regular audits of active applications to identify trends and recommend checklists or

workflows to reduce errors and improve efficiency.

Safeguard confidential information, adhering to all company policies and legal requirements.

Qualifications

Education and Experience

Bachelors degree in business administration, communications, or a related field preferred.

Minimum 3 years in a similar administrative or client-facing role, preferably in a corporate or

professional services environment.

Proven experience with event coordination, vendor management, or reporting.

FL 2-15 license. Must obtain within 60 days of employment, if not already licensed.

Skills and Competencies

Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems.

Strong organizational skills with exceptional attention to detail and a proactive approach to problem-

solving.

Excellent written and verbal communication skills, with the ability to tailor messaging to diverse

audiences.

High emotional intelligence, professionalism, and the ability to build rapport with clients and

colleagues.

Ability to handle sensitive information with discretion and professionalism.

Attributes

Client-centric mindset with a passion for delivering exceptionally tailored service with excellence.

Strong problem-solving abilities and a proactive approach to challenges.

Adaptable and able to thrive in a fast-paced, scaling environment.

Professional Presentation

Must maintain a polished and professional appearance that reflects the high standards of the wealth

management industry.

Demonstrated ability to represent the firm confidently and professionally in all client interactions and

external events.

Work Environment

Dynamic and fast-paced professional office setting.

Occasional early mornings, evenings, or weekends required for event support or urgent tasks.

Sample Key Performance Indicators (KPIs)

Resolve 90% of client requests within 48 hours, ensuring efficiency and satisfaction.

Achieve 99% accuracy in maintaining and updating client records in the CRM system.

Achieve a 24-hour response time for client inquiries and vendor communication.

Ensure 100% compliance with regulatory and internal application standards.

Maintain an internal collaboration score of 90% or higher based on peer feedback.

Complete at least 10 hours of professional development or training annually to stay current on

industry trends and best practices.

Ensure on-time completion of event setup and breakdown, with zero logistical issues.

Build strong relationships with internal and external stakeholders, reflected in positive feedback.

Compensation and Benefits

Competitive salary and bonus structure.

Opportunities for professional growth and leadership development.

Travel opportunities between branch locations.

Physical Requirements

Ability to lift and move objects up to 25 pounds.

Frequent sitting, standing, and walking required.

This job description is intended to provide a general overview of the responsibilities and requirements of the

position. It is not an exhaustive list of duties, and additional tasks may be assigned by the Chief of Staff or

other leadership as necessary to meet organizational goals and objectives.

Equal Opportunity Statement

Revision Wealth Management is committed to fostering a diverse and inclusive workplace. We provide equal

employment opportunities to all employees and applicants without regard to race, color, religion, gender,

sexual orientation, national origin, age, disability, or veteran status.