Client Relations Specialist

Aquent is proud to partner with a leading firm that is redefining retirement and healthcare planning. This organization is dedicated to transforming complex financial decisions into a deeply personal and seamless experience for every client. They are renowned for their 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.

Step into a pivotal role where you will be the welcoming heart of a dynamic team, crafting an unparalleled client experience that sets the standard for hospitality. As a primary point of contact, you will ensure every interaction, whether in-person or virtual, is warm, efficient, and professional. You'll be instrumental in supporting advisors, streamlining operations, and maintaining the highest level of client satisfaction, directly contributing to the peace of mind and financial well-being of individuals and families. This is an exciting opportunity to make a significant impact by directly enhancing the client journey and supporting critical financial decisions.

Key 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 advisor meetings.
• Execute post-meeting action items assigned by advisors, 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 advisor 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.

About Skill

Skill connects the best professional, IT, engineering, financial and administrative talent with the world's biggest brands. Our eligible talent get access to benefits such as health benefit contributions, retirement plans with match and flexible spending accounts.

Skill is an equal-opportunity employer. We evaluate qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.