What are the responsibilities and job description for the Gleason Group Client Care Representative position at The Gleason Group?
About The Gleason Group
We are a fast-growing financial planning and wealth management firm focused on improving the lives of our clients.
We are seeking a highly motivated and organized individual to join our team as a Client Service Specialist.
This role involves:
- Providing exceptional client care by responding to client inquiries and resolving issues promptly
- Managing client relationships through effective communication and problem-solving
- Coordinating client appointments, meetings, and events
- Preparing and submitting client forms and correspondence
The ideal candidate will possess excellent time management skills, attention to detail, and the ability to prioritize tasks effectively.
We offer a dynamic work environment, exciting growth opportunities, and a comprehensive benefits package.
