This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:
Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMDs, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
Utilizing websites and software to obtain client and product information
Responding to client service calls, emails and texts in a friendly and professional manner
Completing each service request and resolving client issues in a timely manner
Inputting detailed notes into CRM and keeping updated
Coordinating and following up on client transfers, contributions, distributions
Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
Updating client plans for upcoming review appointments and processing post-review follow up items
Maintaining professional communication with clients and other team members
Assisting in setting client appointments for advisors when needed
Cross training to assist with New Business processing
Meeting with clients to review plans, answer quest

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