Client Relationship Specialist

Job Summary

A company is looking for a Client Relationship Specialist- Advisor Practice Solutions.

Key Responsibilities

• Monitor client service experience standards and implement improvements based on feedback
• Utilize reporting and dashboarding to analyze performance and identify areas for enhancement
• Provide operational support and manage client and advisor escalations effectively

Required Qualifications

• Bachelor's degree in business, communications, or related fields, or equivalent experience
• 3+ years of experience in project or process management
• Experience in the financial services industry is a plus
• Lean and continuous improvement skills or certification preferred
• Proficiency with Microsoft Office Suite and ability to learn other software, such as Salesforce