Client Success & Liaison Specialist

HAYES POWERS & ASSOCIATES LLC; Evansville (IN); In loco; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Hayes Powers & Associates LLC is seeking a Client Service Specialist to serve as a key liaison between clients, advisors, team members, and our home office. You will own client service needs and advisor meeting follow-up, ensuring action items move from identification through completion.

The ideal candidate is highly organized, proactive, communicates clearly with clients, and coordinates multiple priorities across a team, with experience using Salesforce and Microsoft products; college degree

Competenze

• Exceptional organization and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and follow through without constant oversight.
• Comfortable communicating directly with clients and coordinating work among multiple team members.
• A proactive, problem-solving mindset with a strong sense of ownership.

Mansioni

• Own meeting follow-up: Manage client action items from the time an advisor leaves a meeting through final completion.
• Coordinate client service: Prepare and process paperwork, communicate with clients and home office, and resolve service-related needs.
• Manage team workflow: Assign and track tasks across the team related to trades, service requests, financial planning needs, open questions, and advisor follow-up.
• Serve as a client liaison: Communicate directly with clients to provide updates, gather information, answer questions, and ensure timely follow-through.
• Support advisors: Return client calls when advisors are unavailable and help ensure questions and requests reach the appropriate team member.
• Manage scheduling: Assist with the client calendar and meeting coordination as needed.
• Drive items to completion: Monitor outstanding requests, identify next steps, and proactively follow up so that nothing falls through the cracks.
• Maintain client records: Document activity, tasks, and relevant client information in the practice CRM.

Conoscenze

Organization & attention to detail

Written & verbal communication

Multi-priority management

Client coordination

Ownership mindset

Formazione

College degree preferred

Strumenti

Salesforce CRM

Microsoft Office

Descrizione del lavoro

Hayes Powers & Associates LLC is seeking a Client Service Specialist to serve as a key liaison between clients, advisors, team members, and our home office. You will own client service needs and advisor meeting follow-up, ensuring action items move from identification through completion.

The ideal candidate is highly organized, proactive, communicates clearly with clients, and coordinates multiple priorities across a team, with experience using Salesforce and Microsoft products; college degree