Client Services Liaison
geiger wealthOak Brook, IL
$55,000 per yearAPPLY NOW
Client Services Liaison
geiger wealthOak Brook, IL
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Miscellaneous IntermediationPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities$55,000 per year
APPLY NOWAbout the role
This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth: application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.
Responsibilities:
Receive incoming client service calls in a friendly, warm manner Set new appointments with incoming prospective leads Calendar Management for the office Process & follow-up on client service work Complete and process new business applications 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:
Prior experience working in the financial industry is preferred Life Insurance & Securities License(s) preferred Strong attention to detail Excellent verbal and non-verbal communication Compensation: $55,000 yearly Receive incoming client service calls in a friendly, warm manner Set new appointments with incoming prospective leads Calendar Management for the office Process & follow-up on client service work Complete and process new business applications 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
Compensation: $55,000 per year
Matching similar jobs
JOB OVERVIEW
Salary
$55,000 per year
Experience level
Mid
Location
Oak Brook, IL
Occupation
Personal Financial Advisors
Industry
Miscellaneous Intermediation
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE