Client-focused and an extremely dependable individual with diversified experience in the legal and customer service field. Proven ability to adapt to the demands of a diverse and challenging workload. Possesses strong work ethic and a desire to go beyond the expectations of the employer.
Serve as the primary point of contact for clients and advisors throughout the implementation process, facilitating project status updates with clients, advisors, and other JH RPS team members.
• Coordinate the collaboration of internal departments during the implementation phase, ensuring the smooth progress of tasks.
• Take responsibility for ensuring the accurate and timely completion of all project tasks, providing guidance to team members to ensure project success.
• Work closely with the Sales Team and assigned Relationship Manager to establish clear client and advisor expectations for both the implementation and ongoing administration phases.
• Foster a collaborative atmosphere within the project team, remaining open to alternative solutions that benefit both JH and the client.
• Lead the project process for any special programming or new processes required, coordinating effective communication with internal stakeholders.
Detail Oriented:
Tech Savvy:
Strong Written and Verbal Skill:
Exceptional Organizational Skills:
Leadership Skills: