Client Service Specialist

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Client Service Specialist

24 Nov 2024
Tennessee, Nashville, 37238 Nashville USA
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Client Service Specialist

Vacancy expired!

TSR is a premier National U.S. Staffing company with over 40 years of staffing excellence.Our client, a leading financial company is hiring a Client Services Specialist on a initial 6 month contract
Work Location: Nashville, TN (Remote Until Further Notice)

Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.Key Responsibilities:

  • Educate clients on account services and capabilities
  • Input data in to financial planning tools
  • Assist with the preparation of reports and other materials for client meetings
  • Ensure appropriate documentation is collated for new accounts and service requests
Key Deliverables:
  • Leverage communications channels to enhance relationships with clients
  • Maintain management systems with up to date client information
  • Organize logistics for team marketing events and maintain marketing materials
  • Provide team with calendar detailing daily, weekly and monthly activitie
  • Identify service opportunities for clients
Please contact me directly if you are interested in learning more about this opportunity or to discuss our referral program if you know anyone that may be interested.

Regards,
Stephanie Frieri
Strategic Recruitment
TSR Consulting, Edison, NJ

646-668-4339

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Job Details

  • ID
    JC6065946
  • State
    Tennessee
  • City
    Nashville
  • Job type
    Contract
  • Salary
    Negotiable
  • Hiring Company
    TSR Consulting Services, Inc.
  • Date
    2020-11-23
  • Deadline
    2021-01-22
  • Category
    Et cetera
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