Purpose of this Position: To build and maintain client’s confidence and loyalty by providing regular contact and outstanding service.
We are seeking a Director of Client Services for our firm who is energetic, adaptable and a team player. This person needs to have a natural passion for serving others and have a willingness to go above and beyond for our clients.
Some of the responsibilities of our Director of Client Services will be:
- Make courtesy calls to all existing clients according to incoming requests.
- Prepare client files for meetings with advisors.
- Coordinate advisor’s schedule with the appointment setter and be sure that calendar and client database are updated.
- Maintain and update review schedule for all clients in a timely manner.
- Handle incoming client requests, referring to advisors as necessary.
- Process and follow up on client’s service requests.
- Record all contact history, changes in personal information, etc. into database.
- Provide backup support for the new business department.
- Working with Insurance Companies and Custodian’s to maintain proper record keeping.
***Insurance/financial services experience preferred.
Job Type: Full-time
Salary: $15.00 /hour
Work Location:
- One location
Benefits:
- Health insurance
- Dental insurance
- Retirement plan
- Paid time off
Schedule:
- Monday to Friday
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