Client Service Specialist
2 days ago
The Successful Investor offers a unique opportunity for a skilled Client Service Specialist to provide exceptional quality service to high-net-worth clients and contribute to the growth of our organization.
This role involves managing all incoming client calls and email inquiries, prioritizing and resolving client requests in a timely and accurate manner via phone and email.
About the Role
This is an ideal position for a motivated and customer-focused individual who wants to make a meaningful impact in the financial industry.
Key Responsibilities:
- Receive and manage all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
- Prioritize and resolve client inquiries and requests in a timely and accurate manner via phone and email.
- Liaise with the Portfolio Management team to quickly resolve client enquiries that fall outside first-line response.
- Foster strong relationships with clients by providing exceptional support and upholding our customer-first culture.
- Develop expertise in our wealth management services, software, procedures, and paperwork to ensure optimal client service.
About the Salary
The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.
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