Client Relations Specialist [SK-13430]

About the role

Aquent is proud to partner with a leading firm that is redefining retirement and healthcare planning, dedicated to transforming complex financial decisions into a deeply personal and seamless experience for every client. This organization is renowned for its high-touch service, building lasting relationships, and ensuring clients feel valued, heard, and expertly cared for throughout their financial journey. Join a team committed to providing peace of mind and financial well-being to individuals and families, where your contributions will directly enhance the client journey and support critical financial decisions.

Responsibilities

• Provide a warm and professional welcome to clients arriving for consultations, both in-office and virtually, including offering technical assistance for virtual meetings.
• Serve as the primary voice for inbound calls, taking complete ownership of client questions and inquiries, proactively resolving issues, and ensuring all follow-ups are completed.
• Maintain a polished, high-end, and welcoming atmosphere in client-facing areas, including the front lobby and conference rooms.
• Assemble and review daily preparation materials, client binders, and reports for all professional meetings.
• Execute post-meeting action items assigned by professionals, including following up with clients, family members, or trusted contacts to ensure smooth transitions and timely completion of tasks.
• Coordinate and manage schedules, booking appointments efficiently via phone, email, text, or immediately following professional meetings.
• Actively retrieve client details, past meeting notes, and interaction histories from CRM systems prior to calls or visits.
• Meticulously document every phone call, email, and front-desk interaction within CRM systems to maintain a comprehensive client history for the team.
• Obtain a state-specific Life & Health Insurance License within the first 30 days of employment (100% funded and supported by the firm) to assist with policy service requests and healthcare paperwork.

Required Qualifications & Skills

• 2+ years of experience in a high-touch customer service, front office, or administrative role.
• Commitment to study for and pass the state-specific Life & Health Insurance License exam within your first 30 days (all study materials and exam fees covered by the firm).
• Proficiency with CRM systems (experience with leading platforms highly preferred).
• Strong familiarity with virtual meeting setups and modern multi-line phone systems.
• Proficient in standard office software for email, calendar, and document sharing.
• Exceptional verbal and written communication skills with a patient, empathetic, and solution-oriented mindset.
• Outstanding multi-tasking abilities with high attention to detail in fast-paced environments.

Nice-to-Have Qualifications

• Experience in financial planning, insurance, legal, medical, or luxury hospitality settings.
• An active state-specific Life & Health Insurance License.