Client Relationship Specialist
3 weeks ago
**Client Relationship Specialist**
**Dartmouth, NS**
**Reference #HL-16843**
Control and Compound Financial have helped hundreds of real estate investors, business owners, families and individuals understand and implement the power of Infinite Banking. They are a team of energetic professionals with a passion for helping people optimize their financial affairs and live a life being in control.
We are pleased to partner with Control and Compound Financial on the search for a Client Relationship Specialist to join their team.
Responsibilities will include:
- Assisting in managing the client experience
- Overseeing the schedule of the wealth coach
- Upholding client service - Policy management
- Updating and tracking internal documentation along with data entry to CRM software
- Seeing tasks to completion and keeping all parties accountable, continually meeting deadline expectations
- Managing lead funnel cycle time through constant client communication and weekly status reports
- Post-secondary education preferred
- LLQP certification
- Professional experience with preferred background in customer service
- A strong understanding of life insurance terminology
- Proven ability in using multiple computer platforms, e.g. Kronos, Calendly, Active Campaign, Microsoft Office, Outlook
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