Client Services Liaison

This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth: application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.

• Receive incoming client service calls in a friendly, warm manner
• Set new appointments with incoming prospective leads
• Calendar Management for the office
• Process & follow-up on client service work
• Complete and process new business applications
• Update & review database/CRM to reflect account status regarding new business and/or service
• Maintain an organized, compliant, and efficient filing system
• Follow up on pending business and contact individual clients with updates
• Assist Advisors with pre-appointment requirements
• Prepare, manage, and track the new business pipeline
• Assist Advisors with client support and mailings, educational workshops, and client events as needed
• Act as phone back-up to other members of the team
• Maintain current Advisor’s licenses and appointments with agencies and companies

• Prior experience working in the financial industry is preferred
• Life Insurance & Securities License(s) preferred
• Strong attention to detail
• Excellent verbal and non-verbal communication

$55,000 per year