Client Relations Specialist Kansas City, MO

Kansas City, KS - USA

Monthly Salary: $ 40000 - 52000

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

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 this key role youll be the first point of contact for our valued clientshelping them navigate their financial needs building strong relationships and ensuring exceptional service at every step. If youre passionate about customer success and interested in growing your career with a respected financial firm wed love to hear from you!

What youll 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 Were 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 Youll Get:

Pay & Perks:

$40000 - $52000 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

Required Experience:

Position: Client Relations SpecialistFirm: Diversified SolutionsLocation: Kansas City MOOverview: 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 this key role youll...