Relationship Specialist or Registered Relationship Specialist
2 weeks ago
Job Overview:
Working within the Webster Investments program, the Relationship Specialist (or Registered Relationship Specialist) supports the program by supporting the program management and Financial Consultants. The person in this administrative, client facing role must maintain consistent and effective communication between the management and the Financial Consultants, to guarantee progress towards common goals.
Duties and Responsibilities:
- Assist with scheduling appointments and preparation of client paperwork and presentations
- Assist with new client onboarding process
- Answer phones, check messages
- Manage related client information including identifying, investigating and establishing affiliates and maintaining accuracy of client relationships as they apply to various financial data and reporting systems.
- Help coordinate submission of marketing materials to Institution Compliance & LPL Marketing Regulatory Review
- Help coordinate marketing events associated with the institution or program
- Track key customer demographics for institution to help management determine best practices and products for location
- Generate reports for management and Financial Consultants based on program data, client data and/or regional data, gathered from multiple sources and utilize the data to determine next steps, including general client outreach:
- Identify trends in customer satisfaction or dissatisfaction
- Track key customer demographics for institution to help management determine best practices and products for location
- Work with management and financial consultants to establish and coordinate new initiatives including client financial programs and internal systems
- Assist in growing designated client base, utilizing a consultative sales process
Skills and Specifications:
- Strong communication and interpersonal skills, both written and verbal; able to effectively present to and communicate with management and other team members
- Superior customer service and attention to detail; proactive, dependable, hardworking and flexible
- Demonstrate commitment to accuracy and quality while meeting goals or deadlines
- Ability to prioritize workload and perform multiple tasks
- Self-directed and able to work within a team to expedite completion of critical projects with other functional groups
- Ability to work well in a fast-paced, deadline-driven setting
- Strong administrative, organizational and project management skills
- Ability to negotiate with clients and partners while maintaining positive relationships
- Excellent document interpretation and analytical skills
- Must be proficient in MS Office
- Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA, Financial Resources Group Investment Services and LPL Financial
- Must have passed the FINRA SIE and S7 exams (for Registered Relationship Specialist role)
Experience:
- Minimum of 1 year in customer service, project management or extensive multi-person support
- Minimum of 3 years in customer service, project management or extensive multi-person support (for Registered Relationship Specialist role)
-
Levittown, United States Financial Resources Group Investment Services LLC Full timeJob DescriptionJob DescriptionJob Overview:Working within the Webster Investments program, the Relationship Specialist (or Registered Relationship Specialist) supports the program by supporting the program management and Financial Consultants. The person in this administrative, client facing role must maintain consistent and effective communication between...
-
Private Client Relationship Manager
6 days ago
Levittown, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....
-
Private Client Relationship Manager
7 days ago
Levittown, United States Webster Financial Corporation Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
-
Private Client Relationship Manager
6 days ago
Levittown, United States Webster Bank Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
-
Route Specialist
1 week ago
Levittown, United States Primo Water Full timeThe Route Specialist will support the District Operations Manager in leading safety, service, and establishing a highly motivated customer centric culture. This associate will foster the development of a "safety first" culture by consistently demonst Operations Manager, Specialist, Customer Service, Route Sales, Sales Representative, Manufacturing,...
-
Security Specialist
7 days ago
Levittown, Pennsylvania, United States Target Full timeStarting Hourly Rate / Salario por Hora Inicial: $20.00 USD per hourALL ABOUT TARGETAs a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers.Working at Target means the opportunity to help all families discover the joy of everyday life. Caring for our communities is woven into who...
-
Employment Specialist- Bucks County, Pa
1 month ago
Levittown, United States AHEDD Full timeAHEDD is seeking an **Employment Specialist** to join the Southeastern Region Team, serving the Bucks County area. This position requires a self-motivated individual with excellent communication and time management skills. The Employment Specialist supports people with disabilities in finding and maintaining employment in the community. This is a hybrid...
-
Hub Inventory Specialist
7 days ago
Levittown, United States AutoZone Full timeThe Hub Specialist leads company initiatives and ensures maximum productivity in a safe environment, drives sales, and remains compliant with company procedures in accordance to AutoZone’s expectation. Hub Specialist assists the Hub Coordinator in the completion of Hub market activities. Key Responsibilities Assumes responsibility of Hub activities in...
-
Day Habilitation Specialist
4 weeks ago
Levittown, United States ACLD Full timeHelp program participants achieve/exceed their personal goals;Provide structure and emotional support; Assist in resolving behavioral issues; Help people supported with personal hygiene; Complete detailed, accurate documentation Transport the people Specialist, Healthcare
-
Industrial Paint Application Specialist
2 weeks ago
Levittown, United States Innovative Manufacturing Solutions Inc Full timeBenefits: 401(k) Health insurance Paid time off About Us: Innovative Manufacturing Solutions is a leading provider of cutting-edge solutions in the manufacturing industry. We specialize in providing precision metal-based components and assemblies to a variety of applications. As part of our commitment to excellence, we are seeking a skilled Industrial...
-
Levittown, United States RemX Full timeJob DescriptionJob DescriptionNow Hiring! Medical Billing Specialist! Fully On-SiteHours: Monday – Friday 8am – 4:30pm with a half hour lunchBe Part of a High-Performing Team. Here is your chance to join a leading company as a Medical Billing Specialist. We have an opportunity for someone with 2+ years of Medical Billing experience. Enjoy a collaborative...
-
Employee Development Specialist
7 days ago
Levittown, United States RHA Health Services Full timeWe are hiring for: Employee Development Specialist Type: Regular If you are a positive and personable individual looking for a satisfying and fun opportunity to make a real difference in the lives of people with intellectual, developmental disabilities, and people facing mental health, and substance use challenges, join our team at RHA Health Services! To...
-
Employee Development Specialist
5 days ago
Levittown, United States RHA Health Services Full timeWe are hiring for: Employee Development Specialist Type: Regular If you are a positive and personable individual looking for a satisfying and fun opportunity to make a real difference in the lives of people with intellectual, developmental disabilities, and people facing mental health, and substance use challenges, join our team at RHA Health Services! To...
-
Levittown, United States RemX Full timeJob DescriptionJob DescriptionNow Hiring! Medical Billing Specialist! Fully On-SiteHours: Monday – Friday 8am – 4:30pm with a half hour lunchBe Part of a High-Performing Team. Here is your chance to join a leading company as a Medical Billing Specialist. We have an opportunity for someone with 2+ years of Medical Billing experience. Enjoy a collaborative...
-
Behavior Intervention Specialist
2 months ago
Levittown, United States Apex Therapeutic Services Full timeJob DescriptionJob DescriptionDescriptionWe are seeking a skilled and compassionate Behavior Intervention Specialist (BIS) to join our team. As a BIS, you will work closely with children and adolescents who have developmental, emotional and behavioral challenges. Your main focus will be to create and implement behavior management plans, provide crisis...
-
Day Habilitation Specialist
4 weeks ago
Levittown, United States ACLD Full timeHelp people supported achieve/exceed their personal goals;Provide structure and emotional support; Assist in resolving behavioral issues; Help people supported with personal hygiene; Complete detailed, accurate documentation Transport the people supp Specialist, Program, Healthcare, Support, Assistant
-
Levittown, Pennsylvania, United States Hearing Healthcare Recruiters Full timeHEARING HEALTHCARE RECRUITERS is proud to present this opportunity in the beautiful state of PennsylvaniaWe are seeking an Audiologist or Hearing Aid Specialist in theLevittown, PA area who is m
-
Levittown, United States Insmed Incorporated Full timeCompany Description Insmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who...
-
Specialist, FPGA/Digital Design Engineer
5 days ago
Levittown, United States Harris Geospatial Solutions Full timeJob Title: Specialist, FPGA/Digital Design Engineer Job Code: 8671 Job Location :Bristol, PA Job Description : L3Harris Telemetry & RF Products in Bristol, Pennsylvania currently has an opening for an Associate Digital Hardware Engineer. In this role, you will develop digital circuits for data acquisition and telemetry products. Responsibilities will include...
-
Rdt (Registered Developmental Technician)
4 weeks ago
Levittown, United States Kinder Growth Therapy Full time**About Kinder Growth** At Kinder Growth we strive to support children with autism in building strong, meaningful, and enjoyable relationships with those around them. We work to support children in unlocking their potential to bring forth a happier and more engaged child. We take great pride in the Kinder Growth work environment. Our emphasis on employee...
