Client Care Specialist

Aquent is partnering with a leading firm dedicated to making retirement and healthcare planning a deeply personal and seamless experience for every client. This organization prides itself on delivering high-touch service and building lasting relationships, ensuring clients feel valued, heard, and expertly cared for throughout their financial journey.

Step into a pivotal role where you'll be the welcoming heart of a dynamic team, crafting an unparalleled client experience that sets the standard for hospitality. As the primary point of contact, you'll 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.

Key Responsibilities

• Client Hospitality & Concierge Support: Provide a warm and professional welcome to clients arriving for consultations, both in-office and virtually. Seamlessly guide virtual clients into meetings, offering technical assistance as needed.
• Communication Ownership: Serve as the primary voice for inbound calls, taking complete ownership of client questions and inquiries. Proactively resolve issues and ensure all follow-ups are completed, scheduling formal advisor meetings when direct expertise is required.
• Office Environment Management: Maintain a polished, high-end, and welcoming atmosphere in client-facing areas, including the front lobby and conference rooms.
• Advisor Support & Meeting Preparation: Assemble and review daily preparation materials, client binders, and reports for all advisor meetings.
• Action Item Execution: 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.
• Calendar Management: Coordinate and manage schedules, booking appointments efficiently via phone, email, text, or immediately following advisor meetings.
• Data Management & System Tracking: Actively retrieve client details, past meeting notes, and interaction histories from CRM systems prior to calls or visits.
• Interaction Logging: Meticulously document every phone call, email, and front-desk interaction within CRM systems to maintain a comprehensive client history for the team.
• Professional Development: 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

• Experience: 2+ years in a high-touch customer service, front office, or administrative role.
• Licensing: 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).
• Technical Proficiency:
  
  
  
  • 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.
  
  
  
  
• Communication & Demeanor: Exceptional verbal and written communication skills with a patient, empathetic, and solution-oriented mindset.
• Organizational Skill: 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.

The target hiring compensation for this role is a $45,000 - $60,000 base salary + a bonus structure of up to 100% of base salary. Compensation is based on several factors including, but not limited to education, relevant work experience, relevant certifications, and location.

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.