Client Services Liaison
$55kGeiger Wealth
Job Description
Job Description
This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth: application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.
Compensation:$55,000 yearly
Responsibilities:- Receive incoming client service calls in a friendly, warm manner
- Set new appointments with incoming prospective leads
- Calendar Management for the office
- Process & follow-up on client service work
- Complete and process new business applications
- Update & review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Follow up on pending business and contact individual clients with updates
- Assist Advisors with pre-appointment requirements
- Prepare, manage, and track the new business pipeline
- Assist Advisors with client support and mailings, educational workshops, and client events as needed
- Act as phone back-up to other members of the team
- Maintain current Advisor’s licenses and appointments with agencies and companies
- Prior experience working in the financial industry is preferred
- Life Insurance & Securities License(s) preferred
- Strong attention to detail
- Excellent verbal and non-verbal communication
Geiger Wealth is a leading financial services firm committed to providing innovative solutions to clients. Geiger’s objective is to create portfolios that are as bulletproof as humanly possible so that when the next big market downturn comes, they can sleep at night knowing they don’t need to worry.
Widely recognized in the Chicago area, Bill Geiger has appeared weekly on Chicago’s WGN, WBBM, WLS, WIND, and CBS2. His thoughts on investing have appeared in Fortune, Forbes, the Wall Street Journal, and other national print media. He is currently working on his upcoming book, “A Not-So-Random Walk Down Wall Street”.
Vacancy posted more than 2 months ago
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