What are the responsibilities and job description for the Advisory Business Support Specialist position at The Gleason Group?
The Gleason Group is a dynamic financial services firm dedicated to delivering exceptional client experiences.
We are seeking a seasoned professional to fill the position of Client Service Specialist, responsible for ensuring seamless interactions between clients and our team.
The key responsibilities of this role include:
- Responding to client inquiries and resolving issues promptly
- Maintaining accurate client records and documentation
- Coordinating client appointments and meetings
- Preparing and submitting client reports and correspondence
The ideal candidate will have a strong background in client service, excellent communication skills, and the ability to work independently with minimal supervision.
We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.
