The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with products and services offered. Client Relationship Specialists conduct client reviews with clients in order tracking of all leads received by the Wealth Specialist team such that these leads are contacted and and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with products and services offered. Client Relationship Specialists conduct client reviews with clients in order tracking of all leads received by the Wealth Specialist team such that these leads are contacted and and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork
leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full
leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full