Job Description: Client Relations Specialist
CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Client Relations Specialists reports directly to the Director of Operations and is responsible for developing and maintaining relationships with investment product providers. CamaPlan will assist and train the new employee on our industry.
Requirements:
· Ideal candidate must be energetic, organized, outgoing, with excellent communication skills (written and verbal) and relationship building skills.
· Experience in financial services, banking, accounting, finance, and real estate a plus.
· Bachelor's and prior work experience a plus.
· Solid knowledge of Microsoft software, excel, word, outlook.
· Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus.
Responsibilities:
· Developing and maintaining relationships with investment product providers.
· Answering prospective client inquiries.
· Assist in the opening of new accounts.
· Making presentations and networking at investor events.
· Reaching out to potential customers via phone and/or email.
· Research and resolve problems and complaints. Participate in team projects.
· Cross-train to back up co-workers. Continuous communication with internal departments such as Accounting, Operations and Compliance.
Success Factors:
· Expansion of new clients and/or asset providers.
· Favorable customer experience.
For Investors, by Investors…
What began as a small, regional firm dedicated to serving clients in the Northeastern US is now growing into a national presence…
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name “CamaPlan” has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices.
CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. CamaPlan continues to provide innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.
As CamaPlan has grown, its commitment to excellent service has remained constant. The heart of CamaPlan is its highly-trained staff, and they are known for being responsive to the needs of individual investors, especially those interested in investing in alternative assets such as precious metals, real estate, mortgage notes, hedge funds, and private placements, just the types of high-yield assets that traditional money managers steer their clients away from.
Salary :
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