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CLIENT SERVICE SPECIALIST
Job Field: Legal Jobs
Location: Los Angeles, CA
Salary: $Not stated
Location: Los Angeles, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Responsible for all client services related issues, including developing and implementing the client service model for a financial planning and investment practice. Duties will include developing a systematic client relationship system to deliver financial strategies aligned with clients unique financial goals assisting financial advisor with investment research, which includes running hypothetical, illustrations, and projections responding to client requests for information ensuring compliance in the application process monitoring performance standards by identifying potential needs and offering prompt solutions assisting in the negotiation of marketing deals and contracts maintaining relationships with clients, and performing general administration/business management and implementing financial solutions and identifying trends to help clients meet their financial goals. Duties will also include performing marketing related duties, which includes networking, increasing product and service awareness, and coordinating and attending marketing events interfacing with wholesalers tracking business referrals and prospects participating in debriefing meetings overseeing quality control and compliance requests preparing organizational reports and information programs utilizing financial planning software tracking of financial and business results reports and utilizing research software to research market forecast and trends.
Requires experience with managing client relationships within the financial services industry planning marketing events and seminars to increase financial services and product awareness developing uniquely tailored client service models to deliver financial planning services and strategies responding to quality control, compliance, and requests for information managing and tracking financial reports utilizing financial services applications and financial planning software and Microsoft Word, Power Point, Excel and Lotus Notes.
</tr>
<tr><td valign="top" width="450"><b>Responsible for all client services related issues, including developing and implementing the client service model for a financial planning and investment practice. Duties will include developing a systematic client relationship system to deliver financial strategies aligned with clients unique financial goals assisting financial advisor with investment research, which includes running hypothetical, illustrations, and projections responding to client requests for information ensuring compliance in the application process monitoring performance standards by identifying potential needs and offering prompt solutions assisting in the negotiation of marketing deals and contracts maintaining relationships with clients, and performing general administration/business management and implementing financial solutions and identifying trends to help clients meet their financial goals. Duties will also include performing marketing related duties, which includes networking, increasing product and service awareness, and coordinating and attending marketing events interfacing with wholesalers tracking business referrals and prospects participating in debriefing meetings overseeing quality control and compliance requests preparing organizational reports and information programs utilizing financial planning software tracking of financial and business results reports and utilizing research software to research market forecast and trends.
Requires experience with managing client relationships within the financial services industry planning marketing events and seminars to increase financial services and product awareness developing uniquely tailored client service models to deliver financial planning services and strategies responding to quality control, compliance, and requests for information managing and tracking financial reports utilizing financial services applications and financial planning software and Microsoft Word, Power Point, Excel and Lotus Notes.
KEY REQUIREMENTS:
2 years Bachelors degree
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