Financial Client Relations Specialist
Job Description
Job Description
Job Summary
We are seeking a personable and detail-oriented Client Relations Specialist to support our financial advisors and ensure exceptional client service. This role is ideal for someone with a passion for finance and relationship-building, who thrives in a fast-paced, client-focused environment.
Key Responsibilities
- Serve as the primary liaison between clients and financial advisors.
- Assist with onboarding, paperwork, and account setup.
- Submit allocation changes, process RMDs, and support income elections on annuity contracts.
- Run performance reports and update financial roadmaps for client review meetings.
- Help clients access and navigate their Client Portal accounts.
- Coordinate employer plan rollovers, transfers, contributions, and distributions.
- Prepare servicing documents and follow through to completion.
- Maintain detailed CRM records and ensure timely follow-up on service requests.
- Respond to client inquiries via phone, email, and text in a professional and friendly manner.
- Cross-train to assist with new business processing and client onboarding.
- Support advisors in preparing for client reviews and meetings.
Qualifications
- 2+ years of experience in client-facing roles, preferably in financial services.
- Strong understanding of financial products (annuities, retirement plans, investment accounts).
- Excellent communication and interpersonal skills.
- Proficiency in CRM systems and financial platforms.
- Ability to multitask and manage time effectively in a fast-paced environment.
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