Client Relation Specialist

Do you want to work in a high impact business that allows you to grow and contribute in a meaningful way?  

As part of our family-oriented culture, we believe that as we grow our team members they will grow the business.  
Our group, Laser Financial, empowers individuals to optimize assets and redefine retirement, not just in their finances but in all areas of life.   

We are looking for talented and passionate people who love working with people. 

The Client Relations Specialist is a full-time position, Monday through Friday, 9am to 5pm MT. Virtual/Remote with occasional in-office meetings. Health/Vision, and Dental benefits offered. Holiday and PTO benefits included.  

Pay Scale : Hourly Rate starting at $19.00 per hour

Responsibilities:  

• Answering incoming calls and assisting prospects and clients professionally and with clear direction – answering questions or concerns and passing them on to the correct department when needed 

• Follow up with potential clients to schedule appointments  

• Update appointment calendars and schedule meetings/appointments  

• Confirm appointments/meetings with clients  

• Maintaining data integrity of CRM  

• Work with marketing team on prospecting efforts   

• Provide support to Client Relations team   

Requirements:  

• Abundance minded 

• We vs Me mentality  

• Willing to step outside job description to help others   

• Lifetime growth mindset 

• Always looking for ways to innovate and improve  

• Must have critical thinking and problem-solving skills  

• Experience in handling inbound/outbound calls and interacting with the public 

• Proficient with Microsoft Office Suite – Outlook, Excel, and Word  

• Solid communication skills, both written and verbal 

• Ability to organize, multitask, prioritize, and work under pressure 

• Professional appearance 

• High school diploma 

• Work experience with CRM systems 

• Ability to be resourceful and proactive in dealing with issues that may arise  

• Flexibility in the growth and changes of the company  

• Ability to work independently as well as team collaboration