Client Relationship Specialist - Irvine, CA

Advisor Employee Services•Irvine, CA

5d•Onsite

About The Position

BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they’ve always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients. We are seeking an experienced Client Relationship Specialist to join our reputable financial firm. You will oversee client scheduling, ensuring all appointments are efficiently managed and rescheduled per the firm’s standards. This team-oriented role works closely with the Front Desk and regularly provides back up support.

Requirements

2+ years’ experience in a professional office environment
Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work

Nice To Haves

Sales experience is a plus!

Responsibilities

Calendar management, including setting, rescheduling and confirming appointments
Regularly follow up with cancelled appointments in accordance with BML’s follow-up standards to reschedule and return appointments to the calendar
Assist in obtaining required documents from prospects prior to their scheduled office visits, ensuring all necessary information is received and available for the advisor and team
Serve as back up to answering the phones & greet prospects and clients in a friendly, warm manner
Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
Maintain the firm’s CRM system (Redtail) through accurate data entry and database management
Assist clients with issues, concerns and account inquiries
Maintain office filing system, both paper and electronic
Order office supplies and keep track of inventory
Back up Front Desk as needed