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 per year #J-18808-Ljbffr