Client Relationship Specialist

Job description

Application Deadline: 04/29/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Qualifications: Salary : $50,100.00 - $82,800.00 - Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. - Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). - Expands the business growth potential of the team through telemarketing and outbound calls. - Coordinates marketing activities and sales material to support client / prospect conversations. - Provides knowledge detailed information about products and services offered. - Determines appropriate communication/service regarding all aspects of investing. - Independently resolves client complaints in a timely and effective manner; escalates as r...