What are the responsibilities and job description for the Client Experience Manager position at RUNESTAD FINANCIAL SERVICES, LTD.?
Key Responsibilities:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
We offer a competitive salary range of $40,000 - $70,000/year BOE, as well as health benefits.
Salary : $40,000 - $70,000
