The Client Relationship Specialist I (CRS I) is an entry-level position that provides essential support to Planning Advisors, Service Advisors, and the Manager Delegate. This role involves various administrative tasks, including client communication, research, paperwork, collaboration with internal and external stakeholders, and product research while ensuring compliance with regulations.
The Purpose of this Role
The CRS Iis responsible for delivering accurate written communications and assisting clients in determining suitable courses of action. This role may collaborate with qualified advisors and reports to the Manager, National Branch.
What will the employee do in this role?
Communicate with clients through various channels.
Assist with Option to Purchase Additional Insurance (OPAI) research.
Prepare and follow up on paperwork.
Collaborate with internal departments and external partners.
Support the resolution of client issues while adhering to regulatory guidelines.
What you Bring
Strong client service orientation.
High ethical standards and integrity.
Ability to manage multiple tasks in a fast-paced environment.
Effective customer service skills and conflict resolution abilities.
Basic knowledge of investment products is a plus.
Understanding of the financial industry and regulatory requirements is beneficial.
Collaboration skills for cross-functional teamwork.
Good interpersonal, communication, and time management skills.
Problem-solving aptitude.
The Value you Provide.
Assist in day-to-day branch operations.
Support clients and advisors with trading strategies and financial transactions.
Collaborate with Quality Management (QM) to address client concerns.
Employ problem-solving techniques to assist clients in their best interest.
Maintain client communication and assist with service matters.
Resolve issues and respond to client inquiries.
Prepare necessary documentation for clients.
What skills and qualifications does this employee need?
Education
High school diploma or equivalent required.
Work Experience
1+ years of administrative assistant or related experience preferred.
Industry-related call center or customer service experience preferred.
Certifications
Life & Health Insurance License preferred but not required.
Securities Industry Essentials (SIE) preferred but not required.
LI-NC1
LI-Hybrid
Required Skills
Required Experience
Numbers & Facts
Location
Fort Worth, TX
Job Type
Full-time
Skills
Administrative Skillsunmatched
Call Centersunmatched
Communication Skillsunmatched
Conflict Resolutionunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Financeunmatched
Financial Strategyunmatched
Financial Transactionsunmatched
Health Insuranceunmatched
Insuranceunmatched
Interpersonal Skillsunmatched
Life Insuranceunmatched
Maintain Complianceunmatched
Multitaskingunmatched
Problem Solving Skillsunmatched
Quality Managementunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Securitiesunmatched
Team Playerunmatched
Time Managementunmatched
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