MIG1
Located in Athens, GA
Pay: $17-$18/hr
Job Full Description
As the Client Relationship/Sales Specialist, you will act as a liaison between the clients and Financial Advisors by interfacing with clients daily to provide exceptional service. This position requires the individual to communicate predominantly on the phone and electronically with clients.
We are looking for someone who is efficient. They must be able to work quickly and accurately with great attention to detail. Patient, resourceful and personable communicator; who enjoys taking initiative and requires minimal supervision. Experience in a fast-paced environment, computer knowledge is a must for this role; but most importantly someone who enjoys talking to clients with an upbeat personality and building positive relationships in order to maintain and grow the client base.
Job Responsibilities
- Develop a positive rapport to attract and retain clients. Look to find opportunities for the advisor to gather.
· Administrative functions related to this position include actively maintaining advisor’s calendars & schedules, entering & tracking notes in client database, and managing opportunities.
- Manage real-time inquires, while monitoring and responding to commitments for clients.
· Responsible for inbound and outbound client calls - must meet or exceed “no call” requirements, which is defined by call volume to clients that have not been contacted with-in a specified period.
- Field incoming calls from clients and determine the best approach to a solution - knowledge of team members and their roles with-in the business unit, is key to servicing the client and resolving issues.
- Maintain open communication with advisors and other team members, alerting them to any client issues or concerns.
- Record relevant information in the client database with close attention to detail, consistency and accuracy.
- Resolve or escalate client issues.
- Responsible for preparation of client/advisor meetings, to include maintaining marketing materials, preparing conference rooms and greeting clients when they come for in-office visits.
Job Requirements
- Must enjoy working directly with people and providing customer service.
- Must feel comfortable talking on a phone, managing a high-volume of phone calls (125 call minimum per week).
- Must be able to thrive in a fast-paced environment.
- Must demonstrate professionalism while communicating, developing relationships and providing customer service.
- Must work cross-functionally with other members of the team, to ensure client’s needs are being met.
- Strong computer skills.
Athens, GA
2382
824 Hawthorne Avenue
Athens, GA 30606
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