Client Services Liaison

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. 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 Compensation: $55,000 yearly

• 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

Compensation:
$55,000 per year