Support Team

Slagle Financial; Fort Myers (FL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Basic Life Insurance

401(k)

PTO

Job summary

A financial services firm in Fort Myers is seeking a Client Relations Specialist to provide excellent client service and support day-to-day operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a positive attitude. Responsibilities include managing client relationships, scheduling appointments, and assisting with ongoing marketing efforts. The firm offers competitive benefits including medical and life insurance, and a 401(k).

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.

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.
• Follow-up with clients and prospects between appointments.

Skills

Strong organizational skills

Flexibility

Excellent communication skills

Self-directed initiative

Customer service oriented

Ability to multi-task

Job description

CAREERS AT SLAGLE FINANCIAL Client Relations Specialist

JOIN OUR TEAM

DEPARTMENT: Support Team LOCATION: Fort Myers, Fl

Remote Status: On-Site

Client Relations Administrator

Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Fort Myers, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.

We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!

JOB DESCRIPTION

KEY SKILLS:

• Strong organizational skills and attention to detail
• Flexibility
• Ability to motivate prospects to set appointments
• Ability to demonstrate persistence to achieve quality
• Excellent communication skills – both verbal and written
• Self-directed initiative
• Process driven
• Ability to multi-task
• Strong follow-through
• Customer service oriented

RESPONSIBLITIES:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• 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
• Follow-up with clients and prospects between appointments
• Manage client touch marketing and continuously update spreadsheetAssist with the mailing of client reports and updates
• Help plan and attend client events and seminars
• Assist with ongoing marketing efforts
• Track Client Referrals
• Perform additional duties and responsibilities as required by management

MINIMUM REQUIREMENTS:

• Command of the English language and use of proper grammar
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Working knowledge of computers and software
• Ability to multi-task

BENEFITS

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

HOURS

• M-F 9am-5pm

SALARY

• $50,000/year

Before applying, view the Slagle Financial Core Values and our Vivid Vision by clicking here: Vivid Vision