Client Relations Specialist - Kansas City, MO
Advisor Talent Solutions, Kansas City, Missouri, United States, 64101
Position: Client Relations Specialist
Firm: Diversified Solutions
Location: Kansas City, MO
Overview:
Diversified Solutions, a leading firm in the financial services industry based in Kansas City, MO, is seeking a motivated and personable
Client Relations Specialist
to join our dynamic team. In this key role, you'll be the first point of contact for our valued clients-helping them navigate their financial needs, building strong relationships, and ensuring exceptional service at every step. If you're passionate about customer success and interested in growing your career with a respected financial firm, we'd love to hear from you!
What you'll do:
Answer phones and greet clients in a friendly, warm manner Assist clients with issues and concerns Record notes from client conversation in an accurate manner Enter and maintain database of clients and prospects Prepare conference rooms for client meetings Oversee and maintain an organized and secure filing system for sensitive client and financial documents Maintain the office environment in an immaculate and organized condition Maintain job-related/industry specific compliance files Assist in organizing events, event supplies, and promotional materials Assist in the coordination of various client events Prioritize daily tasks to be proactive in time management What We're Looking For:
Demonstrates proficiency in Microsoft Office Suite Ability to learn new software quickly Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Exhibit a warm and professional phone presence Demonstrate strong writing skills, ensuring all correspondence and documentation are clear, professional, and tailored to the needs of clients and business partners Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Must be comfortable setting up and troubleshooting technology platforms, such as Zoom and other virtual meeting tools, to facilitate client and team communications Bonus Points:
Previous experience in financial services, banking, insurance, or professional services is a plus! Experience with Redtail CRM What You'll Get:
Pay & Perks:
$40,000 - $52,000 based on experience PTO Sick leave Health insurance (50% employer paid) Dental insurance Vision insurance Telemedicine Pet insurance Long term disability (100% employer paid) Life insurance Disability and accident insurance Traditional and Roth 401(k) with 3% employer match Schedule:
In office: Monday - Friday, 8:30am - 5:00pm Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range:
$40,000 - $52,000 per year
Firm: Diversified Solutions
Location: Kansas City, MO
Overview:
Diversified Solutions, a leading firm in the financial services industry based in Kansas City, MO, is seeking a motivated and personable
Client Relations Specialist
to join our dynamic team. In this key role, you'll be the first point of contact for our valued clients-helping them navigate their financial needs, building strong relationships, and ensuring exceptional service at every step. If you're passionate about customer success and interested in growing your career with a respected financial firm, we'd love to hear from you!
What you'll do:
Answer phones and greet clients in a friendly, warm manner Assist clients with issues and concerns Record notes from client conversation in an accurate manner Enter and maintain database of clients and prospects Prepare conference rooms for client meetings Oversee and maintain an organized and secure filing system for sensitive client and financial documents Maintain the office environment in an immaculate and organized condition Maintain job-related/industry specific compliance files Assist in organizing events, event supplies, and promotional materials Assist in the coordination of various client events Prioritize daily tasks to be proactive in time management What We're Looking For:
Demonstrates proficiency in Microsoft Office Suite Ability to learn new software quickly Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Exhibit a warm and professional phone presence Demonstrate strong writing skills, ensuring all correspondence and documentation are clear, professional, and tailored to the needs of clients and business partners Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Must be comfortable setting up and troubleshooting technology platforms, such as Zoom and other virtual meeting tools, to facilitate client and team communications Bonus Points:
Previous experience in financial services, banking, insurance, or professional services is a plus! Experience with Redtail CRM What You'll Get:
Pay & Perks:
$40,000 - $52,000 based on experience PTO Sick leave Health insurance (50% employer paid) Dental insurance Vision insurance Telemedicine Pet insurance Long term disability (100% employer paid) Life insurance Disability and accident insurance Traditional and Roth 401(k) with 3% employer match Schedule:
In office: Monday - Friday, 8:30am - 5:00pm Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range:
$40,000 - $52,000 per year