Client Relations & Experience Specialist

Advisor Talent Solutions

Town of Florida (NY)

On-site

USD 45,000 - 55,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Short-Term Disability
Long-Term Disability
Basic Life Insurance
401(k)
PTO

Job summary

Advisor Talent Solutions is seeking a Client Relations Administrator to create an exceptional experience for clients. This role involves managing client databases, scheduling appointments, and maintaining relationships. Candidates should have strong phone skills, attention to detail, and be customer service-oriented.

The position offers a salary of $50,000/year. Benefits include medical, dental, vision insurance, and 401(k). If you love helping clients and have a proactive mindset, apply today!

Qualifications

  • Command of the English language and use of proper grammar.
  • Experience working in a fast-paced environment.
  • Ability to prioritize projects and manage time.
  • Ability to motivate prospects to set appointments.
  • Process driven.
  • Ability to multi-task.

Responsibilities

  • Answer phones in a friendly, warm manner.
  • Manage our client database.
  • Schedule appointments and manage advisor calendars.
  • Maintain client relationships and welcome clients into the office.
  • Help plan and attend client events and seminars.

Skills

Proficient phone skills
Excellent communication skills – both verbal and written
Strong organizational skills
Flexibility
Customer service oriented
Attention to detail
Self-directed initiative

Job description

Advisor Talent Solutions is seeking a Client Relations Administrator to create an exceptional experience for clients. This role involves managing client databases, scheduling appointments, and maintaining relationships. Candidates should have strong phone skills, attention to detail, and be customer service-oriented.

The position offers a salary of $50,000/year. Benefits include medical, dental, vision insurance, and 401(k). If you love helping clients and have a proactive mindset, apply today!

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Client Services & Advisor Support Specialist
Client Services & Advisor Support Specialist

Advisor Talent Solutions • Leo (SC)

On-site
USD 40,000 - 70,000
Financial Services Client Experience Specialist
Financial Services Client Experience Specialist

Advisor Talent Solutions • Cincinnati (OH)

On-site
USD 50,000 - 54,000
Salary range
Generous PTO
Simple IRA after 1 year
+1
Customer Relations Specialist
Customer Relations Specialist

Broylman Memorial Group • Jonesboro (AR)

On-site
USD 40,000 - 55,000
Client Service Advisor
Client Service Advisor

Pierre Strand • Bloomington (IN)

On-site
USD 40,000 - 60,000
Client Relations Specialist
Client Relations Specialist

FirstFour Staffing • Mobile (AL)

On-site
USD 42,000 - 56,000
Client Services Representative
Client Services Representative

Bdt & Associates Inc • Arlington (VA)

On-site
USD 42,000 - 64,000
401(k) plan with employer contribution
Performance-based bonus
Paid time off
+2
Client Services Administrator
Client Services Administrator

Oracle Financial Solutions • Lansing (MI)

On-site
USD 35,000 - 50,000
Client Experience Coordinator
Client Experience Coordinator

CFO Systems Recruiting Division • Westport (CT)

On-site
USD 77,000 - 104,000
Client Service Associate
Client Service Associate

Thorley Wealth Management Inc • City of Rochester (NY)

Hybrid
USD 55,000 - 75,000
401(k)
Dental insurance
Health insurance
+5
Client Service Coordinator (28894)
Client Service Coordinator (28894)

Dahl Consulting • Saint Cloud (MN)

On-site
USD 49,000 - 63,000
Health insurance
Life insurance
401k
+1