Placement Specialist 2


The ideal candidate will be comfortable meeting new people frequently and have an ability to determine a candidate's potential through clever questions. They should have excellent organizational skills in order to build and maintain a pipeline of prospective candidates. Additionally, they should be committed to both meeting and exceeding assigned quotas.

¿    Maintain and develop pipeline of eligible candidates for future open positions
¿    Conduct interviews via phone or in-person
¿    Qualify or reject candidates based on interview feedback and resume reviews
¿    Serve as contact person for questions from candidates
¿    Meet weekly quotas related to calls and emails
¿    Bachelor's degree
¿    Effective communication skills
¿    Strong organizational and interpersonal skills
¿    Experience working with Microsoft Office suite
¿    High-energy and passion
¿    Demonstrated ability to meet quotas
PURPOSE: Client Relations Specialist works with entire team to coordinate all Client relations activities with a focus on delivering the ultimate Client experience. This position is critical to building Client advocacy and ensuring continued profitability of the Firm through organic growth and referral opportunities by setting and maintaining high service standards for the Firm, creating positive Client experiences, and fostering a culture of teamwork and collaboration. This individual spends almost all of their time in Client-Relations activities so that the Financial department and Career Placement Specialists can focus efforts on growing the Firm.
Functional Responsibilities:
¿    Coordinate and execute service activities, such as onboarding new Clients, resolving Client issues, gathering and compiling data for Client meetings, maintaining Client files/dashboards and handling day-to-day Client requests.
¿    Process tasks and resolve issues in a timely and accurate manner.
¿    Assist with Client reporting and billing.
¿    Manage relationships with Clients and internal and external resource providers.
¿    Partner with Financial Department and Career Placement Specialist to fulfill Client requests and resolve service-related issues and inquiries. Core Position Competencies
Focusing on the Client:
¿    Shows empathy, concern, and genuineness in all Client interactions.
¿    Ensures that the clients¿ needs are met and service expectations are exceeded. Reaches out to be helpful in a timely and responsive manner. Strives to satisfy one¿s external and internal customers. Understands the importance of getting it right the first time by completing all tasks in a timely, accurate and efficient manner.
Communicating and Collaborating:
¿    Speaks and writes clearly and effectively. Listens and asks questions to ensure understanding.
¿    Tailors communication style and message to the purpose and audience. Values and respects the opinions of others and seeks input from co-workers. Resolves conflicts or disagreements in a respectful, professional manner.
¿    Establishes a positive, inclusive atmosphere that reinforces collaboration and teamwork, whether with peers, or superiors. Supports an atmosphere that reinforces collaboration and teamwork. Is viewed as approachable by team members and is willing to share knowledge with others.
¿    Is flexible, open and receptive to new ideas and approaches.
Planning and Organizing:
¿    Prioritizes time well and handles multiple demands and competing priorities. Adapts to changing priorities, situations, and demands. Engages in problem-solving; suggests ways to improve performance and be more efficient.
¿    Proactively communicates with coworkers, while balancing the need to seek input and information with the need to make a decision.
¿    Manages time effectively and accomplishes all tasks and responsibilities in a timely and accurate fashion.
¿    Pays close attention to detail.
Exhibiting Motivation and Commitment:
¿    Shows initiative, anticipates needs and takes action.
¿    Demonstrates accountability in all work responsibilities. Exercises sound and ethical judgment when acting on behalf of the firm.
¿    Exercises confidentiality in all aspects.
¿    Shows commitment to work and to consequences of own actions. Strives to achieve individual, departmental and Firm-wide goals.
¿    Seeks and acts upon performance feedback.
Industry/Business Experience:
¿    Minimum 2-3 years in financial services industry setting, preferably in a back-office and/or client service role.
Education: College degree or comparable experience
¿    Focus on client needs and customer service at all times
¿    Detail-oriented and methodical
¿    Follows up and follows through
¿    Knowledge of financial industry a must
¿    Exceptional organizational skills with a proven ability to multi-task and manage multiple projects.
Skills and Knowledge:
¿    A team player with good interpersonal skills and the ability to work collaboratively across departments
¿    Excellent oral and written communication and presentation skills
¿    Demonstrated problem-solving abilities
¿    Ability to excel in a fast-paced, changing environment
¿    A self-starter who is assertive, proactive, independent, flexible and accommodating
¿    Expertise with Microsoft Office applications; comfortable learning and navigating new technology and software applications.

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Reference number US_EN_99_025424_12007896