Peak Advisor Alliance, a fast-paced financial services coaching and consulting company, is seeking a Client Relationship Specialist to help us engage and help our growing community of financial advisor clients.

Peak Advisor Alliance is a unique organization. We help top achievers in the financial services industry make significant improvements in their businesses and their quality of life. Our culture is fast-paced, motivational, and focused on healthy living. So what do we do? We offer coaching, consulting, and content to financial advisors and financial services companies around the country to help them cultivate and improve their businesses. Our programs and services help financial advisors become more productive, more profitable, more motivated, and enjoy a greater quality of life. For more information about our company, please visit www.peakadvisoralliance.com.

Summary:
The Client Relationship Specialist is responsible for on-boarding new clients, ongoing client service support, implementation support, and business consulting to our financial advisor members to monitor and ensure their engagement in our self-paced programs.  We’re looking for a driven individual with experience in the financial services space who gets a charge from delivering world-class client service and helping people succeed. 

Responsibilities: 

1. Conduct initial calls with all new members to walk through our website, provide an overview of our content, ensure expectations are understood, and address any questions. 
2. Works with partner website firm to ensure our financial advisor members have a smooth experience building their websites. 
3. Conduct ongoing quarterly calls with members. Act as a resource by identifying needs and steering them to the appropriate content.
4. Keep member retention top of mind by developing and executing activities and programs specifically designed to improve membership satisfaction and retention. 
5. Obtain key practice metrics from members annually. 
6. Stay educated and well-versed on the content available to our members. Provide suggestions for enhancements to content based on member feedback. 
7. Identify opportunities for members to upgrade to our Coaching Program and introduce those members to Peak Advisor Alliance’s business development professionals.
8. Handle email correspondence with members to address questions and act as primary point of contact. 
9. Travel two to three times per year for approximately two nights to attend Peak Advisor Alliance events for members and prospective clients. 

Qualifications:

1. Excellent interpersonal skills and an extraordinary client service orientation.
2. The ability to engage members over the telephone and establish rapport. 
3. Strong writing skills in order to effectively communicate with members over email. 
4. Time management, prioritization skills and the ability to work in a fast-paced, deadline-oriented environment. 
5. Technical aptitude to navigate web sites proficiently and easily.
6. Basic HTML and CSS knowledge.
7. Strong PC skills and expertise in Microsoft Office. Familiarity with contact management software a plus.
8. A genuine interest in helping people succeed and reach their fullest potential.
9. Strong attention to detail.
10. Experience working in and a strong interest in the financial services industry. 
11. A Bachelor’s Degree is preferred. 

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment in a professional West Omaha office location.  This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living.  Smokers need not apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.