Client Services Liaison

$55k

Geiger Wealth

Oak Brook, IL

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
Qualifications:
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
About Company
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”.

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Vacancy posted 13 days ago

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