The Client Relationship Specialist

The Client Relationship Specialist (CRS) role is essential to our company as they spend time building and maintaining professional relationships with clients and prospects. It’s important to have a high attention to detail as the CRS frequently performs data entry for account maintenance, populate documents, answers account inquiries and solve problems.

Essential Duties and Responsibilities:

• Works with financial advisors to deliver high quality customer service. This includes attending client meetings to provide ongoing support and assistance during appointments and allows CRS to meet the client and begin building the team relationship.
• Responds to client service requests in a timely and professional manner while achieving high levels of accuracy. Client service requests include assisting with withdrawals, deposits, address changes, setting appointments, accessing client portals, fixing paperwork submitted not in good order, and explaining financial concepts, statements and transactions.
• Maintains consistent and positive client communication through proactive client meetings, service calls, as well as ongoing support and assistance.
• Maintains and becomes a proficient user of client databases and includes the Client Resource Management system (i.e., XLR8 for Salesforce), Portfolio Management System (i.e., Envestnet/Tamarac), custodian platforms (i.e., Schwab Advisor Center).
• Prepares new account forms, service forms, and checks for errors.
• Conducts research to find answers to financial related questions as requested.
• Assists clients with new account opening process, financial transactions, and related financial institution tasks along with providing updates to the client during these activities.
• Maintains up-to-date knowledge of benefits provided by cities employing current and potential clients.
• Assists clients in accessing and operating client portals.
• Submits trade requests to trading team with clear and thorough trading instructions.
• Assists with projects assigned by senior management when approved by reporting supervisor.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, contact management systems, customer relations management systems, Microsoft Outlook, Portfolio Center, and Tamarac Advisor Rebalancing.

Education and Experience:

High school diploma or general education degree (GED); or two to four years related experience and/or training; or equivalent combination of education and experience.

Specialized Training:

Financial industry training preferred

Certificates and Licenses:

FINRA Securities 7/66 or 65 licenses preferred

Knowledge, Skills and Other Abilities:

• Time management
• Organizational skills
• Ability to multi-task
• Written and verbal communication skills
• Professionalism
• Ability to show empathy
• Detail oriented
• Diligent
• Ability to maintain a positive attitude
• Confident
• Knowledge of financial matters and industry
• Ability to prioritize

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands. The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch or crawl, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

About Pinnacle

The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently connect people in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando and Jackson, MS markets.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.