1+ months


Kelly Services
Tavares, FL 32778
CLIENT RELATIONSHIP MANAGER NEEDED IN "THE VILLAGES", FL (near Wildwood, Lady Lake, Ocala area) - This is a direct hire opportunity!

Full-time position: Monday - Friday 8 a.m. - 5 p.m.

Payrate/Salary: $45,000/K


The Client Relationship Manager is responsible for a wide variety of duties providing on-going service and support to clients and team members that exceeds expectations. They are responsible for ensuring all service and operational aspects of the client relationship and accounts are properly maintained. They will also ensure the effective operation of the office location. They are organized, efficient, and detail-oriented in a fast-growing and fast-paced environment.

Please submit a cover letter in addition to your resume with your answers to the following questions:

**_ Why do you think you're ideally suited for the position?_**

**_ Where do you see yourself in three years?_**

**_ What would you want us to know about you (hobbies, favorite things to do)?_**


Specific duties include, but are not limited to:

First in line to answer the phone utilizing exceptional client service. Answer questions from clients or direct to appropriate resource within the organization

Coordinate calendars and schedule meetings for company associates, oftentimes involving our clients and business partners

File, scan, and organize documents

Handle shipping/receiving of client and internal mail

Maintain Salesforce data base regular clean up

Track referrals

Provide back-up and cross-training to the other Specialists.

Proactively contact clients to enhance client relationship

Complete onboarding paperwork for new clients

Complete, submit, and monitor client servicing paperwork

Greet Clients and make them feel comfortable when visiting the office

Maintain client and prospect information in our records database

Assist clients, financial advisors and operations with client needs.

Assist operations in day-to-day functions.

Assist in developing processes and procedures that enhance accuracy and streamlines processes.

Draft, review, or edit client correspondence for the Advisors, if needed.

Perform general clerical and operational duties as assigned

Complete special projects as assigned.

Order office supplies, coordinate staff luncheons, offer clients refreshments; prepare coffee and maintain kitchen


Bachelors degree required

Series 65 a plus

Minimum of two years of experience working in a professional office environment preferred.

Embody mission, values and culture of the company

Excellent follow-through skills

Possess strong financial and analytic skills

Able to work independently and take initiative

Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.

Familiarity with contact relationship management software, particularly salesforce, a plus.

Excellent interpersonal and telephone skills.

Excellent writing skills, organizational skills, and attention to detail.

Excellent attitude and an extraordinary client service orientation.

Ability to handle multiple tasks and operate on tight deadlines.

Be adaptable

Ability to thrive in a fast-paced environment

The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.


**You should know:** Your safety matters! Vaccination against COVID-19 may be a requirement for this job in compliance with current client and governmental policies. A Kelly recruiter will confirm and share more details with you during the interview process.

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2021-10-20 Expires: 2021-12-16

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Kelly Services
Tavares, FL 32778

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