Client Relationship Specialist

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.

+ Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
+ Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
+ Expands the business growth potential of the team through telemarketing and outbound calls.
+ Coordinates marketing activities and sales material to support client / prospect conversations.
+ Provides knowledge detailed information about products and services offered.
+ Determines appropriate communication/service regarding all aspects of investing.
+ Independently...

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