Client Relations Specialist

Job Description

Job Description

Welcome to Zinnia Wealth Management, a place where building lasting relationships is at the heart of everything we do. Located in sunny Ocala, Florida, we're dedicated to helping our clients achieve their financial aspirations with personalized guidance and exceptional care. We believe that genuine connection is the foundation of trust, and were looking for someone who shares that vision. As our Client Relations Specialist, you'll be the friendly, reliable voice for our valued clients, ensuring they feel heard, understood, and well-supported every step of the way. Youll play a crucial role in maintaining the strong bonds weve built, acting as a key liaison between our clients and our advisory team. If you have a natural talent for connecting with people, a keen eye for detail, and a passion for delivering outstanding service in a warm and inviting atmosphere, wed love to explore how you can grow with us.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Serve as the primary point of contact for existing clients, ensuring a consistently positive experience.

Nurture and deepen client relationships through regular, meaningful communication and experiences.

Address client inquiries and schedule with Advisors as appropriate,

Coordinate appointments with advisors and follow up on next steps.

Assist in onboarding new clients, scheduling, and managing new Client Happy Hours.

Maintain accurate and up-to-date client records within our CRM system.

Qualify Prospects for appropriate Advisor connection meetings.

Manage ZinniaU workshops to generate meaningful leads and connect with the right-fit Advisors.

Proven track record in client relationship management, preferably within financial services.

Excellent interpersonal and communication skills, both written and verbal.

Strong organizational abilities and attention to detail.

Familiarity with CRM software and office productivity tools.

A proactive approach to problem-solving and client support.

Bachelor's degree in Business, Finance, or a related field (preferred).

Experience in the wealth management industry (preferred).