Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com

Client Relations Assistant

General Responsibilities

The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but not limited to, maintaining the client database, generating client leads and running weekly/monthly reports, under the direction of the program Director. The program has responsibility and accountability for the firm’s unassigned clients.

Specific responsibilities include but are not limited to:

Business Operation

• Assist the CRC Director/Coordinator with all aspects of the clients relations program

Client Management

• Maintains unassigned client data in CRM and other systems
• Uses online search resources for incorrect number requests and sends letters to obtain updated contact information
• Follows up on corporate undeliverable mail requests- contacts client for updated information
• Scans and e-files (Docket) client documents and correspondence

· Mails Introduction letters to unassigned clients

· Reviews Client Activity Report/Adv Find for transfers into client center for lead sharing.

· Makes Introduction calls to clients remaining in the program following segmentation or advisor termination

· Unshares and Quiet Files Requests

Lead Generation

• Proactively generates leads of unassigned clients
• Age Changes
• TC and APB Spreadsheets
• Marketing Leads

Reports

• Provides Monthly Leads Shared and Open Phone Call Reports to Director

Qualifications

• Licensing and contracting minimum requirements when interacting with clients:
• Life and Health Exam – preferred
• Obtained within 6 months of hire, if not currently licensed
• Proficient in Microsoft Office Applications (Word- Mail Merge, Excel, Microsoft Dynamics CRM)

Competencies

• 3+ years as an Executive Assistant or Administrative Professional
• Strong organizational and time management skills
• Strong attention to detail
• Excellent written and oral communication skills
• Excellent database management skills

Location: Hybrid- 3x a week in Indianapolis office

Salary: 40-55k