Client Relationship Specialist
Core
Provides administrative and operational support to deliver financial and investment planning advice, focusing on client acquisition, relationship management, and business growth through telemarketing and data analysis.
Role type
Client Relationship Specialist (Wealth Sales & Service)
Builds
Client relationships, sales pipelines, and business growth for the team/branch
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, telemarketing, data analysis, complaint resolution, regulatory compliance, product knowledge
Preferred skills
Investment process knowledge, proprietary product expertise, strategic initiative execution
Technologies
Dashboards, reporting tools, CRM systems (implied by data gathering/formatting)
Responsibilities
Monitor sales/service performance targets, conduct telemarketing and outbound calls, coordinate marketing activities, resolve client complaints, analyze data for insights, prepare client meeting materials, maintain client schedules, ensure risk and compliance adherence
Seniority
Mid-level, hands-on IC