Client Services Liaison
geiger wealthOak Brook, IL
$55,000 per year
Apply nowClient Services Liaison
L4
geiger wealthOak Brook, ILyesterday
$55,000 per year
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 ActivitiesThis 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 mannerSet new appointments with incoming prospective leadsCalendar Management for the officeProcess & follow-up on client service workComplete and process new business applicationsUpdate & review database/CRM to reflect account status regarding new business and/or serviceMaintain an organized, compliant, and efficient filing systemFollow up on pending business and contact individual clients with updatesAssist Advisors with pre-appointment requirementsPrepare, manage, and track the new business pipelineAssist Advisors with client support and mailings, educational workshops, and client events as neededAct as phone back-up to other members of the teamMaintain current Advisor's licenses and appointments with agencies and companiesQualifications: Prior experience working in the financial industry is preferredLife Insurance & Securities License(s) preferredStrong attention to detailExcellent verbal and non-verbal communication Compensation: $55,000 yearlyReceive incoming client service calls in a friendly, warm mannerSet new appointments with incoming prospective leadsCalendar Management for the officeProcess & follow-up on client service workComplete and process new business applicationsUpdate & review database/CRM to reflect account status regarding new business and/or serviceMaintain an organized, compliant, and efficient filing systemFollow up on pending business and contact individual clients with updatesAssist Advisors with pre-appointment requirementsPrepare, manage, and track the new business pipelineAssist Advisors with client support and mailings, educational workshops, and client events as neededAct as phone back-up to other members of the teamMaintain current Advisor's licenses and appointments with agencies and companiesCompensation:$55,000 per year
Apply now
Level
MidL4
Salary
$55,000 per year
Location
Oak Brook, IL
Occupation
Personal Financial Advisors
Industry
Miscellaneous Intermediation
Posted
yesterday
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