Client Experience Specialist
About The Position
Carlson Financial is seeking a caring, energetic, and detail-oriented individual with a passion for customer service to join their growing team in Colorado Springs. The Client Experience Specialist will be the primary point of contact for potential and existing clients, guiding them from their initial interaction through their first meeting with a Financial Advisor and beyond. This role is crucial in providing a warm welcome and ensuring a positive client experience. The ideal candidate is experienced, patient, organized, efficient, and driven to exceed expectations, contributing to a fun and collaborative team environment within a prestigious and growing company. Carlson Financial emphasizes a strong company culture with clear vision, accessible leadership, and a focus on treating teammates as their greatest strength, supported by generous benefits.
Requirements
- Client orientation
- Strong organizational skills
- Excellent communication both written and verbal
- Attention to detail and accuracy
Nice To Haves
- Some sales and marketing experience with an understanding of sales and marketing practices
- Ability to manage daily workload with little or no supervision
- At least one year's experience as an administrative assistant
- Experience with MS Office Suite and the ability to learn new software quickly
Responsibilities
- Serve as the primary point of contact for potential and existing clients, providing a warm welcome and guiding them through their initial experiences.
- Develop key relationships with prospective clients, acting as the day-to-day point of contact and face of Carlson Financial through verbal and written communication.
- Understand, identify, anticipate, and manage processes and issues impacting prospective and future clients.
- Attend marketing events regularly.
- Actively engage with prospective and current clients for scheduling and confirming appointments.
- Support the onboarding process and stabilization of new clients.
- Assist in organizing events, event supplies, and promotional materials.
- Coordinate various vendor/client events.
- Develop and mail client letters for various purposes upon request.
- Record client conversation notes accurately.
- Enter and maintain a database of clients and prospects.
- Manage client logs and internal checklists on OneDrive.
- Send various communications to clients, including Quarterly Referral letters, Reallocation letters, Appointment Reminders, Thank You notes, Birthday letters, and invitations.
- Answer phones and greet clients in a friendly, warm manner.
- Ensure vendor supplies and client extras (drinks, snacks) are stocked.
- Manage the filing system.
- Attend and contribute to team meetings.
- Maintain the office environment in immaculate and organized condition.
- Maintain job-related/industry-specific compliance files (e.g., check log).
- Prioritize daily tasks for proactive time management.
- Provide general back-up administrative support for all other positions as needed.
- Ensure event locations are adequately prepared in advance.
- Actively engage with event location staff onsite regarding all logistics.
- Oversee the set-up of AV equipment in banquet and meeting rooms.
- Transport equipment to and from storage to event locations.
- Execute referral program and referral events.
Benefits
- Generous benefit programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
