This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include:

Preparation of all applicable paperwork and financial roadmaps prior to client meetings.
Utilize websites and software to obtain client and product information
Respond to client service calls, emails and texts in a friendly manner
Track account openings and money movement and resolve any issues promptly and thoroughly.
Input detailed notes into CRM and keep updated
Coordinate and follow up on client transfers, contributions, distributions
Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion
Prepare client file for upcoming appointments, and process meeting follow up items
Maintain professional communication with clients and staff
Assist with client update reports and mailings
Assist in setting client appointments for Advisor
Cross train to assist with Existing Client workflows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .