Financial Services Client Relations Manager
Federal Retirement AuthorityBroken Arrow, OK, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionMust possess exemplary problem-solving, communication, and time management skills Experience working in a corporate or professional setting is essential. Prefer 3-5 years of experience in an insurance or financial services firm. Professional appearance required. Excellent writing skills. Google Suite (Docs, Excel, etc). Calendar management.
Job Description
Job Description
Federal Retirement Authority is a leading financial services firm committed to providing innovative retirement planning and insurance solutions to clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.
Proven experience in a professional office setting required. If this sounds like you, apply today!
Compensation : 25 - $27 hourly
Responsibilities :
- Complete and process new business applications.
- Receive incoming client service calls in a friendly, warm manner.
- Process & Follow-up on client service work.
- Update & review database / CRM to reflect account status regarding new business and / or service.
- Maintain an organized, compliant, and efficient filing system.
- Follow up on pending business and contact individual clients with updates.
- Assist Advisors with pre-appointment requirements.
- Prepare, manage, and track the new business pipeline.
- Assist Advisors with client support and mailings, educational workshops, and client events as needed.
- Act as phone back-up to other members of the team.
- Maintain current Advisor's licenses and appointments with agencies and companies.
- Performance-based bonuses.
Qualifications :
About Company
Federal Retirement Authority is a leading financial services firm committed to providing personalized retirement planning and insurance solutions to clients.
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Client Service Manager • Broken Arrow, OK, US