Client Relationship Specialist Job Description

Client Relationship Specialist Job Description

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Client relationship specialist provides investment information related to the potential possible industrial investment opportunities, policies, procedures, products and regulatory issues.

Client Relationship Specialist Duties & Responsibilities

To write an effective client relationship specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included client relationship specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Work directly with new customers by phone and email to help on-board them successfully to get the full benefit of our services
Requires extensive knowledge of investment and insurance products, processes and procedures (including Financial Plans and Asset Management Solutions (AMS), paperwork processes, and problem resolution
In a back-up capacity, determine appropriate forms (subject to all state jurisdictions) to support recommendations of entire plan (AMS, Insurance, Investments, Annuities, Bank products), mode of payment forms, transfer documents, and provides guidance for document requests that will be handled primarily by the team’s Administrative Assistant (AA.)
Of course you’ll get to talk shop as you maintain an in-depth understanding of investments and the financial services industry through training and course offerings
Experience is preferred in Medical Laboratory Science/related field, or Sales, Marketing Business Development, or Client Services
Must be proficient in the Microsoft office (Word, Excel, Access, and PowerPoint) or similar products
Respond to clients who submit emails to the Client Services inbox that have case or claim inquiries within 24 hours
At least a year in a team - oriented environment, preferably within the financial services industries
Understanding of Business Units and interdependency of departments within a Financial industry
Facilitates and diligently documents post-closing transaction initiation, progress and completion, including and not limited to change in ownership, management changes, partial releases of collateral

Client Relationship Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Client Relationship Specialist

Typically a job would require a certain level of education.

Employers hiring for the client relationship specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Management, Financial Services, Continuing Education, Communication, Administration, Human Relations, Leadership, Business Operations

Skills for Client Relationship Specialist

Desired skills for client relationship specialist include:

Products
Services
Departmental systems and related technology
Policies and procedures
CG mandates
Different CG business models
Fees
Financial industry
Internal policies
Investment recommendations and strategies

Desired experience for client relationship specialist includes:

Requires advanced problem solving skills and advanced sales technique
Comfortable with consumer lending and application process
Education – A four (4) year degree or combination of education and relevant experience
If you already hold current securities licenses
Develop and maintain positive client relations and coordinates with various functions internally within the company to ensure client requests are handled appropriately
Assist in the processing of LOAs (porting of numbers) in ticketing system

Client Relationship Specialist Examples

1

Client Relationship Specialist Job Description

Job Description Example
Our company is looking to fill the role of client relationship specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship specialist
  • Act as an advocate for the customer, working diligently with other departments to solve problems
  • Assist with QA testing efforts for new features, bug fixes, migrations
  • As team’s primary Client Contact Specialist (CCS), schedules appointments for Advisors by proactively contacting “unassigned” clients and manages Advisors calendar
  • Receive action items via multiple avenues requiring prioritization and delegation as necessary
  • Requires superior communication skills for understanding without prejudice and the ability to decide what actions are required
  • Through team communication, be able to recognize problems, formulate solutions, make judgments, and take appropriate action
  • Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage IC team
  • May coordinate other fiduciary responsibilities related to trusts and IRAs
  • Create and deliver recurring client value reporting
  • Greeting our clients and prospects as they arrive at the branch
Qualifications for client relationship specialist
  • Ability to work independently and as a team in a fast-paced, dynamic environment
  • Series 7, 65/63 or 66 may be encouraged based upon department structure needs
  • Outstanding multi-tasking and decision making skills
  • Ability to handle a wide variety of situations, deadlines and challenges in a dynamic, high-tempo office environment
  • Ability to interpret published procedures and policies of the organization
  • Ability to discreetly handle sensitive and confidential information
2

Client Relationship Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a client relationship specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship specialist
  • Partnering with internal and external business partners to prepare for a branch audit
  • Being a product and service subject matter expert
  • Receiving checks, security deposits, check disbursements and new account processing
  • Scheduling the clients with a Financial Consultant for further consultation
  • We are looking for people with a passion for helping clients
  • Applying their detailed knowledge of their client groups to both drive country adoption of the service delivery model, embedding new ways of working, co-ordinating the work of multiple HR resources to the benefit of specific projects/ mass changes
  • You have to learn about our product features and benefits
  • You’ll promote solutions that help our customers invest in a way that works for them
  • Don’t be surprised when we get excited listening to you describe your expertise in being able to build rapport and provide “second-to-none” investment resources, based on your knowledge of the customer’s specific situation and needs
  • We’re a company who likes people, inside and outside of the organization
Qualifications for client relationship specialist
  • We’ll want you to maintain those nifty licenses and designations that you worked hard to achieve – maybe you’ll even want to build upon what you’ve got
  • Provide regular reporting on client service utilization, analysis of usage trends and service opportunities
  • An appropriate undergraduate degree in accounting/finance/law
  • Receive, initiate and/or follow-up on client communications
  • Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high intensity, hectic environment
  • 1-2 years of experience in service and/or sales environment, preferably in hospitality, sports and/or entertainment fields
3

Client Relationship Specialist Job Description

Job Description Example
Our growing company is hiring for a client relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relationship specialist
  • Primary contact for assigned network to ensure operational efficiency and network satisfaction
  • Coordinates and conducts regular operations meetings with assigned network
  • Establishes and maintains relationships with assigned network
  • Works with assigned network and internal departments to resolve network issues
  • Coordinates and conducts routine client/network visits, addresses areas of dissatisfaction, identify areas for quality and process improvement and facilitates ongoing educational activities including portal training
  • Communicates as a first line contact for all interdepartmental requests related to Provider Relations issues for assigned network
  • Reports any dissatisfaction among network providers and resolves within limits of authority, reporting issue and resolution to the Director
  • Maintains assigned network providers’ information within internal systems and rosters with health plans
  • Maintains thorough knowledge of Network Management and managed care systems
  • Ensures that the assigned network providers are loaded accurately in both internal systems and with the health plans
Qualifications for client relationship specialist
  • Ability to be proactive, independent and a self-starter are key to this position
  • Candidates will have to successfully complete Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals Course and Canadian Options Course
  • Familiarity and skill in handling elite-level client service issues and managing affairs with potential new corporate and personal clients from the general public
  • Performs and conducts miscellaneous duties (not inclusive of job description) as requested by Executive Staff – within the scope of knowledge and abilities
  • Contact facilities representatives by phone to reconcile account balances
  • Monitor portfolio of accounts for compliance to contractual payment terms
4

Client Relationship Specialist Job Description

Job Description Example
Our company is looking to fill the role of client relationship specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship specialist
  • Retrieve copies of invoices and send via email, fax or mail for account resolution
  • Documenting client communications in the receivables systems
  • Processing payments and following up on promised payments
  • Identifying, communicating and escalating issues to management or appropriate leader
  • Bachelor's Degree ~ Field of study in Medical Laboratory Science, Sales, Marketing, Business or Healthcare Administration or related field
  • Demonstrates solid presentation and communication skills, consistently demonstrating a high degree of professionalism
  • This position requires a considerable amount of travel, subjected to weather and road conditions
  • Contractual document review, negotiation, and closing coordination - may participate in closing of deals
  • Coordinate all projects related to the fund
  • Leads strategic business support for the IC team and anticipates, executes and coordinates IC team client support activities from prospecting/marketing to client management
Qualifications for client relationship specialist
  • Prepare the team for client meetings, which could include doing wealth plans, proposals, presentations and preparing other client documents, such as account applications
  • Actively pursuing a Bachelor's degree in any major
  • Expected graduation date of Spring/Summer 2018
  • Previous working experience in the pharmacy or healthcare industry recommended but not required
  • 2-3 years’ experience in strong service environment, preferably in hospitality, sports and/or entertainment fields
  • Service Training a plus
5

Client Relationship Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for a client relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relationship specialist
  • Coordinates with internal and external teams to on-board new account relationships regarding information collection, documentation and approval compilation, open accounts and fund accounts
  • Supervises team that may include Relationship Associate (RA), Relationship Specialist, and/or Admin
  • Leads the performance appraisal process, which includes gathering input from stakeholders, preparing and delivering reviews
  • Provides support and leadership to team, manages timecard approval process and coordinate time away requests
  • Provides subject matter expertise and training as needed
  • Represents the teams’ interests to Management
  • Ability to negotiate solutions requiring cooperation with others to achieve satisfactory results for all involved (which may include any combination of client/company/Advisor or others)
  • Work independently under pressure with minimum supervision setting own work goals and delegating tasks when necessary
  • Answering all inbound phone calls, e-mails, and chats that come into the Pronto team with a positive attitude every time, ensuring our clients are left with a timely and memorable experience
  • Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client
Qualifications for client relationship specialist
  • Bachelor’s degree in Business, or related field, preferred or 1+ years in client relationship management Intermediate Excel skills
  • Experience in sales tracking software, Act! preferred
  • Spend 25% to 30% of working time, calling Professional Banking clients
  • Prospect mid-market sized businesses with $2 to $10 million in revenue, analyze and identify business challenges and opportunities solving them using fact-based analysis to make strategic recommendations
  • Teller/FSR/Customer Service experience required
  • Requires initiative and ability to recognize retention opportunities

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