Job Title: Client Relationship Specialist
Location: Napa, CA 94559.
Duration: 6 Months
Financial experience highly desired.
(Work hours: 8:30am to 5pm, Monday thru Friday).
 

• The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients.
• Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations.
• Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

 
Responsibilities:

• Responsible for the day-to-day operations and administrative functions of the branch.
• Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients.  
• Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants
• Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back-office partners
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy compliance requirements.
• Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
• Participate in projects to improve processes and enhance the client experience
• Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.

 
Requirements:

• Excellent communication and computer skills, including MS Word, Excel, and PowerPoint.
• Research and resolution of complex client inquiries via phone, cases, and chat
• Excellent interpersonal and organizational skills; Strong attention to detail.
• Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.
• Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.
• Must demonstrate a positive and professional image at all times.
• 1-2 years of customer service and/or sales experience preferred.
• Military education or experience may be considered in lieu of civilian requirements.

 

 


At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $25.00/hr.