Client Relationship Specialist

A company is looking for a Client Relationship Specialist- Advisor Practice Solutions. Key Responsibilities Monitor client service experience standards and implement improvements based on feedback Utilize reporting and dashboarding to analyze performance and identify areas for enhancement Provide operational support and manage client and advisor escalations effectively Required Qualifications Bachelor's degree in business, communications, or related fields, or equivalent experience 3+ years of experience in project or process management Experience in the financial services industry is a plus Lean and continuous improvement skills or certification preferred Proficiency with Microsoft Office Suite and ability to learn other software, such as Salesforce

May 5, 2025 - 22:08

A company is looking for a Client Relationship Specialist- Advisor Practice Solutions. Key Responsibilities Monitor client service experience standards and implement improvements based on feedback Utilize reporting and dashboarding to analyze performance and identify areas for enhancement Provide operational support and manage client and advisor escalations effectively Required Qualifications Bachelor's degree in business, communications, or related fields, or equivalent experience 3+ years of experience in project or process management Experience in the financial services industry is a plus Lean and continuous improvement skills or certification preferred Proficiency with Microsoft Office Suite and ability to learn other software, such as Salesforce