Apply on Employer Site

Advisor Talent Solutions · 2 days ago

Client Relations Specialist - Kansas City, MO

Kansas City, MO

Full-time

Onsite

New Grad, Entry Level

$40K/yr - $52K/yr

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 their dynamic team. In this key role, you’ll be the first point of contact for clients, helping them navigate their financial needs and ensuring exceptional service at every step.

AdviceConsultingStaffing Agency

Responsibilities

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

Qualification

Microsoft Office SuiteClient relationship managementTechnology troubleshootingOrganizational skillsWriting skillsEvent coordinationCustomer serviceLearning new softwarePhone presenceTime management

Required

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