Client Relations Specialist Position Available In Palm Beach, Florida

Client Relations Specialist Materetsky Financial Group Boynton Beach, FL Job Details Full-time From $55,000 a year 1 day ago Benefits Paid holidays Qualifications Microsoft Powerpoint Microsoft Word CRM software Microsoft Excel Customer service English Microsoft Office Administrative experience High school diploma or GED Canva Bachelor’s degree Client services Data entry experience (1-2 years) Customer relationship management Data entry Relationship management MailChimp Typing Appointment scheduling Associate’s degree 2 years Communication skills Entry level Time management Full Job Description Materetsky Financial Group is a growing and dynamic financial planning firm committed to delivering exceptional service in the financial planning industry. We are seeking a Client Relations Specialist with excellent organizational, communication, and multi-tasking skills who will play a vital role in supporting daily operations. This is an exciting opportunity for someone who is detail-oriented with a strong work ethic and passion for helping others while contributing to the efficiency and success of our operations at our Boynton Beach location. The ideal candidate will be patient and accommodating when dealing with different personality types and communication styles. We offer a positive teamwork environment with a stable company.

Job Title:

Client Relations Specialist –

Immediate Hire Job Type:

Full-time Location:

Boynton Beach, FL Key Responsibilities:

Manage the front desk, daily office operations and ensure smooth workflow. Provide excellent customer service by fielding calls and voicemails, while addressing requests when possible and routing as needed. Actively manage multiple advisors’ calendars by scheduling appointments, managing conflicts, and rescheduling as needed. Prepare meeting information, including prior communications to support the meeting, create an agenda, and follow up on action items. Maintain filing systems, office documentation, and office inventory. Assist with other related clerical duties such as photocopying, scanning, filing, and mailings. Support senior staff and team members with administrative needs. Comply with all privacy regulations to ensure client confidentiality. Adhere to all office policies, procedures, and state or federal regulations. Coordinate client appreciation events and off-site meetings as needed. Distribute client correspondence and newsletters via mail and email. Perform other duties as assigned. The position may also be modified to accommodate the specific needs of the firm. Required Qualifications, capabilities, and skills: High school diploma or equivalent; an Associate’s or Bachelor’s degree is preferred. Proven experience as an Administrative Assistant or in a similar role. Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) programs and running an Outlook Calendar. High typing speed (60+ WPM.) Strong organizational and time-management skills. Excellent written and verbal communication skills. Ability to handle sensitive information with confidentiality. Strong attention to detail. Reliable and dependable. Strong problem-solving skills and a “make it right” attitude to see through projects and issues. Ability to work both independently and as part of a team. Preferred Qualifications, capabilities, and skills: Demonstrated ability to make connections and deliver exceptional client service to an affluent client base. Experience with Canva, Mailchimp, Zoom, and CRM systems (Redtail). Strong desire to influence and educate clients on technology.

What We Offer:

Competitive salary and benefits package. Paid Holiday, Vacation, and Sick/Personal Days. A supportive, friendly, and team-oriented work environment. Opportunity for growth and development within the company. We are an equal opportunity employer and encourage applicants from all backgrounds to apply.

Pay:

From $55,000.00 per year

Schedule:

Monday to Friday Application Question(s): Are you within 20 miles of Boynton Beach, FL?

Experience:

Microsoft Office:

2 years (Required)

Appointment Scheduling:

1 year (Preferred)

Administrative:

2 years (Required)

Work Location:

In person