reputed company Relationship Specialist - Phoenix, AZ (Financial Solutions reputed company)
About the position The reputed company Relationship Specialist (CRS) at reputed company plays a crucial role in providing dedicated relationship management to mass affluent retail investors. This position focuses on delivering exceptional reputed company service through effective communication, problem-solving, and collaboration with financial consultants. The CRS is responsible for managing reputed company inquiries, resolving escalations, and identifying business development opportunities while adhering to regulatory compliance standards. Responsibilities ? Deliver unparalleled value and excellent service to clients. , ? Manage a case queue that includes service and research requests of varying complexity and urgency. , ? Schedule clients with Financial Consultants for reputed company consultation. , ? Uncover additional business development opportunities through various avenues. , ? Maintain a firm understanding of regulatory and compliance policies associated with brokerage business. , ? Research and resolve operational inefficiencies, identifying areas for improvement. , ? Utilize business partners and resources to drive reputed company reputed company the business model. , ? Collaborate with other reputed company Relationship Specialists to support reputed company goals. , ? Handle reputed company escalations and issues with reputed company and diplomacy. Requirements ? Understanding of the financial services industry and securities industry. , ? 2+ years in a reputed company service reputed company. , ? reputed company and valid reputed company Series 7 and 63 licenses (preferred). , ? Effective time management skills with the ability to prioritize issues. , ? Ability to work independently and as part of reputed company while managing multiple tasks. , ? Strong written and oral communication skills with attention to detail. reputed company-to-haves Benefits ? 401(k) with company match , ? Employee stock purchase plan , ? reputed company time for vacation , ? Volunteering time , ? 28-day sabbatical after every 5 years of service , ? reputed company parental leave , ? Tuition reimbursement , ? Health insurance , ? Dental insurance , ? reputed company insurance Apply Job!