Financial Services Client Relations Manager

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.

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.

Qualifications:

• Must possess exemplary problem-solving, communication, and time management skills

• 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.

About Company

Federal Retirement Authority is a leading financial services firm committed to providing personalized retirement planning and insurance solutions to clients.