Job Information
Robert Half Sr Client Relationship Specialist in Sheboygan, Wisconsin
Description We are offering an exciting opportunity for a Client Services Representative to join our team in Sheboygan, Wisconsin. The role primarily involves maintaining strong relationships with clients, coordinating client meetings, and participating in internal projects to improve processes and overall client service delivery. This role is in the financial services industry.
Responsibilities:
• Build and maintain strong relationships with clients by providing personalized support and timely responses to inquiries.
• Actively listen to and deliver thoughtful responses to client needs, either via telephone, video, or in person.
• Assist clients with account inquiries, transaction processing, and resolving issues or concerns effectively using CRM tools.
• Coordinate client meetings, prepare materials, and ensure a seamless client experience during interactions with advisors.
• Stay current on industry news relevant to client concerns.
• Collaborate with advisors to gather client information, prepare financial reports, and assist in the development of financial plans.
• Support advisors in scheduling appointments, preparing meeting agendas, and following up on action items.
• Act as the primary liaison between clients and advisors to facilitate communication and ensure client needs are met efficiently.
• Complete all post-client meeting tasks assigned.
• Lead and manage a team of client relationship specialists, providing guidance, support, and professional development.
• Participate in internal projects aimed at improving processes, systems, and overall client service delivery.
• Contribute ideas and feedback to enhance operational efficiency and optimize client engagement strategies. Requirements • Familiarity with Accounting Software Systems
• Proficiency in Computer Programs
• Experience in CRM (Customer Relationship Management)
• Ability to manage Answering Inbound Calls effectively
• Understanding of Billing Functions
• Expertise in Customer Communication
• Proven experience in improving Customer Satisfaction
• Previous role in a Customer Service environment
• No specific years of experience required, open to all levels of experience
• Commitment to providing an exceptional Customer Experience
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .