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Client Relationship Manager InternBookmark This
Planning Solutions Group
8161 Maple Lawn Blvd
DescriptionPlanning Solutions Group, LLC is looking for two interns to work closely with a couple of our CRMs. The Client Relationship Manager's primary job is to assist a specific partner of PSG with providing exceptional client service which in turn enables the partner to focus on proactive client interaction and sales.
ResponsibilitiesResponsibilities of the CRM include:
Address client service requests timely.
Provide support in development of investment proposals
Place security trades as instructed by the DOI – When needed
Create financial models
Prep meeting / presentation materials
Review and prepare case analysis
Assist with plan implementation
Research problems and provide solutions to Partner, clients and/or other advisors.
Answer Partner’s phone, determine priority and Partners involvement in the call.
Assign tasks to the different department using the Salesforce as needed
Review Partners emails (as needed), determine priority and Partners involvement
Contact renewal clients, secure updated information, and begin review process.
Serve as “go to” person for “All” clients.
Assign, track and communicate with clients service requests.
Scan all documents for new clients upon arrival
Monitor and assist with “A” client “touch” program.
Work with client’s advisers.
Review Partner’s mail box for returned forms, checks and correspondents.
Provide courtesy phone call to client acknowledging receipt (A&B clients).
Forward forms to appropriate department.
Maintain client contact information and CRM.
Maintain database – changes, updates and creating groups for clients, prospects and advisors.
Other tasks and projects as assigned
As a CRM intern you will assist the CRM with any of the above responsibilities and learn the ins and outs of this very important job. If you are interested in earning some college credit and gaining valuable work experience please contact us!