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Client Relationship Specialist

Company: Euclid Financial Services LLC
Location: East Providence
Posted on: June 19, 2022

Job Description:

Client Relationship Specialist

Advance Your Career and Truly Make a Difference. An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established, reputable Independent Advisory & Financial Services Company.

Please note that this position does require at least 3+ years of experience working in Customer Service Role.

Description:Position Summary: Retirement planning firm, Euclid Financial Services in East Providence, RI is seeking a full-time, Client Relations Specialist. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels which could include informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner - never making the prospect feel uncomfortable at any time.

A brief summary of the tasks are below:

  • Calling and scheduling with prospects
  • Consistent follow-up with prospects
  • Attend seminars/workshops
  • Keep CRM updated with prospect/client interaction
  • Work independently and proactively to meet personal business goals
  • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
  • Perform other duties and projects as assigned
  • 3+ years of Financial Services experience in a Client Service or Associate Advisor Role
  • Life, Health License preferred

    If you meet or exceed the expectations described above, please apply today!

    Salary Base: $40,000Benefits

    Presented by Advisor Employee ServicesThank you for your interest in the Client Relationship Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Euclid Financial Services LLC, East Providence , Client Relationship Specialist, Other , East Providence, Rhode Island

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