Client Services

Merritt Island, Florida
Financial Services (Business and Financial Operations Occupations)
Job Type
Temp to Perm
Working Hours
8:00 AM - 5:00 PM
US$ 13.00 - US$ 14.00 per hour
Ref. Number
Sheila Poland, Spherion
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Job Description

Key role of this position is to enhance the customer service experience for clients. In addition, this role will also be required to provide strong marketing support to the firm by organizing client events and seminars as well as working with Compliance to ensure all marketing/advertising materials are approved for distribution.

Greet clients/prospects
Schedule appointments
Manage calendar
Client appointment reminder calls
Assist in monitoring of office inventory
Maintain PFWM new client folders

Working hours: 8:00 AM - 5:00 PM

--Provide life insurance and annuity anniversaries to Advisor on a monthly basis
--Assist with quarterly billing as needed
--Coordinate and schedule annual and quarterly meetings
--New client onboarding, to include the entering of client information into CRM
--Assist with client meeting preparations as needed
--Organize and attend all seminars and client events with appropriate follow up required
--Provide all marketing materials to Compliance for approval
--Provide all mailing/email lists to Compliance for marketing materials sent
--Send weekly newsletter to clients and prospects through Constant Contact
--Maintain email data base in Constant Contact
--Maintain website and updates as needed
--Maintain current calendar of events as well as creation of calendar of events for seminars and client events for upcoming year

High School

1-4 years

GStable, honest, dependable and resourceful.
Determined self-starter.
Active client interaction so "people person" is an important trait.
Communication skills phone and email are extensive.ood technology skills - MS Word, Excel - Mail Merge

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Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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