Job Description
This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:
• Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
• Utilizing websites and software to obtain client and product information
• Responding to client service calls, emails and texts in a friendly and professional manner
• Completing each service request and resolving client issues in a timely manner
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