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    Client Relations Specialist - Hamilton, Canada - Alfonsi Torosantucci Financial Group

    Alfonsi Torosantucci Financial Group
    Alfonsi Torosantucci Financial Group Hamilton, Canada

    1 week ago

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    Description

    Company Description

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    Role Description

    This is a full-time on-site role located in Hamilton, ON for a Client Relations Specialist. The Client Relations Specialist will be responsible for maintaining positive relationships with clients, addressing their inquiries and concerns, and providing exceptional customer service. They will also collaborate with internal teams to ensure client satisfaction and retention.

    The Client Relationship Manager plays a key role in supporting and developing agency operations through booking and prepping client meetings. This role may have an opportunity to specialize in one or more product areas such as life, commercial and wealth. The Client Relationship Manager will rely on key anlytics to identify key opportunities in both personal and business markets, determine needs and as a trusted advisor and planner, make informed product recommendations based on gaps identified in a client's insurance and/or financial plan. They may also be involved in the development and growth of an agency operation.

    We are currently seeking candidates who are interested in a challenging and rewarding career opportunity. We will teach you the skills you need to do the job. Experience is an asset but not required. Candidates who are interested in helping individuals, families and businesses build strong holistic plans are encouraged to apply. Individuals with a strong commitment to meet deadlines and multi-task are a good fit for this position. Continuous learning and professional development are a key component to attaining ongoing success. We are looking for candidates who are strong problem solvers, critical thinkers and possess strong communication skills (both verbal and written).

    Qualifications

    • Excellent communication and interpersonal skills
    • Strong problem-solving and conflict resolution abilities
    • Ability to multitask and prioritize tasks effectively
    • Attention to detail and strong organizational skills
    • Proficiency in customer relationship management (CRM) software
    • Prior experience in a similar client-facing role
    • Knowledge of financial products and services is a plus
    • Bachelor's degree in business administration or a related field
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