Sji Financial Services - Tucson, AZ

posted 2 months ago

Full-time - Mid Level
Tucson, AZ
Insurance Carriers and Related Activities

About the position

We are seeking a dedicated Client Relations Specialist to join our team at SJI Financial Services. The ideal candidate will be responsible for maintaining positive relationships with clients, providing exceptional customer service, and supporting sales efforts. This role is crucial in ensuring that our clients receive the highest level of service and satisfaction. The Client Relations Specialist will also oversee operations and projects, ensuring that all tasks are completed efficiently and effectively. In this position, you will perform various duties including data entry tasks to update client information in our systems, utilizing your phone etiquette to communicate effectively with clients, and processing requests such as Required Minimum Distributions (RMD), rollovers, and opening new accounts. You will also oversee compliance requests and handle the training and onboarding of new employees. Additionally, you will conduct bi-weekly meetings with our marketing team to align on strategies and initiatives. This is a full-time position that offers a dynamic work environment where your skills will be valued and developed. We are looking for someone who can join our team as soon as possible and contribute to our mission of providing exceptional financial services to our clients.

Responsibilities

  • Perform data entry tasks to update client information in the system
  • Utilize phone etiquette to communicate effectively with clients
  • Process RMD, rollover, open new accounts, etc.
  • Oversee compliance requests
  • Handle training and onboarding of new employees
  • Conduct bi-weekly meetings with our marketing team

Requirements

  • 1-3 years of experience in the financial industry
  • Preferably with LPL Financial
  • Proven experience in client services
  • Proficiency in computerized systems for data entry and client management
  • Excellent phone etiquette and communication skills

Benefits

  • Flexible schedule
  • Health insurance
  • On-the-job training
  • Paid time off
  • Professional development assistance
  • Vision insurance
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