Client Relations Support Specialist
4 weeks ago
Join Our Esteemed Team
At Baggette + Co. Wealth Management, we pride ourselves on being a premier financial advisory firm committed to delivering outstanding service to our clientele. As a Chartered firm, we adhere to the highest standards of professionalism and strive to provide exceptional financial and investment guidance.
We are in search of a meticulous Client Relations Support Specialist to enhance our expanding team. This position entails offering proficient administrative assistance to our Client Relations Team and Advisors, ensuring a smooth and efficient experience for our clients.
- Provide precise and effective administrative support for the Client Relations team
- Address client inquiries with professionalism and courtesy across various communication channels
- Oversee client onboarding processes and account management tasks
- Maintain accurate and up-to-date client records within our CRM system
- Remain knowledgeable about company policies and operational procedures
Qualifications:
- Strong Client Relations and Customer Service capabilities
- Proficiency in Microsoft Office Suite
- Prior experience in the financial services sector is advantageous
We provide a competitive salary and benefits package, including approximately 24 days of annual leave and a day off for your birthday. Become a part of our mission to deliver exceptional financial services to our clients.
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