Client Relations Specialist

1 week ago

Gainesville, United States JT Stratford Wealth Management Full time
Job DescriptionJob Description

Client Relations Specialist (On-Site)

JT Stratford Investment Advisors (JTS) has a job opening for a full time Client Relations Specialist (CRS) for our office located in Gainesville, Georgia. Our Firm has been advising clients since 1995 and we have the pleasure of serving over 1000 clients nationwide. Our firm was built around service, and the CRS role is essential to service delivery.

The CRS role is a vital position in our organization and interacts with our clients and guests frequently. The CRS manages the day-to-day office functions including answering phone calls, emails, scheduling meetings, assisting with preparation of documents for client meetings and serving our clients to ensure they have a pleasurable experience interacting with JTS.

Duties and responsibilities:

  • Assist clients with all financial needs related to set up of new and management of existing accounts
  • General administrative duties including scanning and organizing forms and documents in our digital filing system
  • Basic financial functions for clients and the Firm
  • Support all advisor with any needs they have
  • Create professional quality client memos, letters, and emails
  • Assist our team with the management of routine client requests
  • Schedule client meetings: ensuring the investment advisor is prepared for those meetings including generating and printing materials
  • Assist the operations team with on-demand tasks, special projects, general accounting and financial functions, and client reporting
  • Cultivate professional relationships with clients, listening carefully to their needs and act accordingly and always providing the best service possible
  • Proactively help to resolve client questions and concerns in a timely, professional, and positive manner, escalating issues to the next level of authority when needed
  • Maintain detailed, accurate records of all cashiering transactions, including deposits, disbursement request, disbursements, blotter entry and maintenance, account paperwork, and other pertinent information
  • Display a high degree of integrity, trustworthiness, and professionalism internally and client facing
  • Assist with marketing projects, social media posts, and events planning
  • Bring a positive outlook, team player mentality, and a can-do attitude daily to the Fir

Qualifications:

  • Availability to work Monday through Friday 8:30 to 5:30
  • Associate degree or comparable job experience considered
  • Bachelor's degree highly preferred
  • Bilingual highly preferred (English and Spanish)
  • 1+ year experience interacting with people in a role requiring customer service skills, demonstrated through work and/or education, required
  • Experienced in Microsoft Office, specifically Excel, Word, and Outlook.
  • Experience with CRM systems and ability to adapt to and use different technology and software.
  • Excellent verbal, written and interpersonal communication skills.
  • Strong organizational skills and attention to detail.
  • Being able to work alone and with a team.
  • Ability to multitask and prioritize within tight deadlines.

Benefits:

  • Free health care insurance
  • Free dental care insurance
  • Free eye care insurance
  • Free life insurance policy, short-term and long-term disability
  • 401(k) retirement matching
  • Competitive paid time off policy
  • 10 paid holidays
  • Professional environment
  • State of the art headquarters to enjoy working from daily
  • Provided with newest technology to perform job duties

JT Stratford is an equal opportunity employer.

Company DescriptionJT Stratford provides holistic financial planning and wealth management solutions to ensure measurable delivery of value so that all can thrive. Our Core Values - “Always be sincere and authentic.” In being sincere and authentic we are always honest and straightforward without any pretense of misrepresentation. As fiduciaries, we prioritize our clients’ interest and their financial well-being.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of JT Stratford's foundation of success.

Whether it is Financial Planning, Tax Planning, or Wealth Management we have you covered. At JT Stratford, we work with you to construct a financial plan customized to meet your needs, goals and take control of your financial life. Our advisors listen, educate and help you make decisions based on your objectives. Having a financial plan in place can provide peace of mind and allow you to focus on a better return on life.Company DescriptionJT Stratford provides holistic financial planning and wealth management solutions to ensure measurable delivery of value so that all can thrive. Our Core Values - “Always be sincere and authentic.” In being sincere and authentic we are always honest and straightforward without any pretense of misrepresentation. As fiduciaries, we prioritize our clients’ interest and their financial well-being.\r
\r
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of JT Stratford's foundation of success.\r
\r
Whether it is Financial Planning, Tax Planning, or Wealth Management we have you covered. At JT Stratford, we work with you to construct a financial plan customized to meet your needs, goals and take control of your financial life. Our advisors listen, educate and help you make decisions based on your objectives. Having a financial plan in place can provide peace of mind and allow you to focus on a better return on life.

  • Client Relations Specialist

    1 month ago

    Gainesville, United States WHP Full time

    Join Our Client Relations Team at What's Happening Promotions!About Us: Welcome to WHP! For over 20 years, we've been igniting excitement and building lasting relationships through our marketing materials. We're a dynamic team fueled by creativity, speed, and value, consistently exceeding expectations in the industry.Join Our Team: We're seeking a friendly...

  • Client Relations Specialist

    4 weeks ago

    Gainesville, United States WHP Full time

    Join Our Client Relations Team at What's Happening Promotions!About Us: Welcome to WHP! For over 20 years, we've been igniting excitement and building lasting relationships through our marketing materials. We're a dynamic team fueled by creativity, speed, and value, consistently exceeding expectations in the industry.Join Our Team: We're seeking a friendly...

  • Client Relations Specialist

    1 month ago

    Gainesville, United States WHP Full time

    Job DescriptionJob DescriptionSalary: $17/hour + bonusesJoin Our Client Relations Team at What's Happening Promotions! About Us: Welcome to WHP! For over 20 years, we've been igniting excitement and building lasting relationships through our marketing materials. We're a dynamic team fueled by creativity, speed, and value, consistently exceeding...

  • Client Relations Specialist

    4 weeks ago

    Gainesville, United States WHP Full time

    Job DescriptionJob DescriptionSalary: $17/hour + bonusesJoin Our Client Relations Team at What's Happening Promotions! About Us: Welcome to WHP! For over 20 years, we've been igniting excitement and building lasting relationships through our marketing materials. We're a dynamic team fueled by creativity, speed, and value, consistently exceeding...

  • Experienced Client Service Representative

    7 days ago

    Gainesville, United States Community Care Veterinary Specialist Full time

    ResponsibilitiesOur CSRs are the first touchpoint to client interactions and provide exceptional customer service during every step of a visit to CCVSThe CSR handles in-person, email, and telephone interaction, maintenance of veterinary medical records, accounts maintenance, cash processing, data entry, word processing, and mail servicesRespond quickly and...

  • Client Support Specialist

    2 weeks ago

    Gainesville, Georgia, United States Burgess Information Systems, Inc. Full time

    Job DescriptionJob DescriptionSUMMARY: The Hospice Client Support Specialist is responsible for maintaining an effective and professional relationship with clients while positively representing ProCare. The Hospice Client Support Specialist is responsible for client retention, renewal and overall plan satisfaction. The Hospice Client Support Specialist...

  • Client Support Specialist

    2 weeks ago

    Gainesville, United States Burgess Information Systems, Inc. Full time

    Job DescriptionJob DescriptionSUMMARY: The Hospice Client Support Specialist is responsible for maintaining an effective and professional relationship with clients while positively representing ProCare. The Hospice Client Support Specialist is responsible for client retention, renewal and overall plan satisfaction. The Hospice Client Support Specialist...

  • Client Support Specialist

    2 weeks ago

    Gainesville, United States Burgess Information Systems, Inc. Full time

    Job DescriptionJob DescriptionSUMMARY: The Hospice Client Support Specialist is responsible for maintaining an effective and professional relationship with clients while positively representing ProCare. The Hospice Client Support Specialist is responsible for client retention, renewal and overall plan satisfaction. The Hospice Client Support Specialist...

  • Client Service Specialist

    4 weeks ago

    Gainesville, United States PrideStaff Full time

    Customer Service Specialist Be a part of a dynamic and energic team as a Customer Service Specialist. Bring your attention to detail and fantastic communication skills to aid in an important aspect of our client's overall experience. Compensation: $18-$20/Hour Location: Hybrid, on site in a Gainesville office 2 days a week Schedule: Mon-Fri, 9AM-6PM (hybrid:...

  • Client Service Specialist/case Worker

    4 weeks ago

    Gainesville, United States Central Florida Community Action Agency Full time

    **Are you looking to make a difference in people's lives while you work? You can do that by joining our team!** We offer one of the BEST benefits packages you can find including: - Four health insurance options including HMO and PPO with low employee cost. - Generous paid time off including one Wellness Day per year. - A PAID week off during the holidays...

  • Client Support Specialist

    2 weeks ago

    Gainesville, United States Burgess Information Systems, Inc. Full time

    Job DescriptionJob DescriptionSummary: The Medicare Part D Client Services Specialist will be responsible for all program related activities and project management of Part D claims processing. This position will be the primary point of contact for Medicare Part D products and focused on building and maintaining a high-quality relationship with both internal...

  • Experienced Veterinary Technician

    2 weeks ago

    Gainesville, United States Community Care Veterinary Specialist Full time

    Who are we? What if we could create a community of supportive veterinary professionals that collectively used their individual strengths to contribute to the care of all pets? One where animal welfare is elevated by the supportive relationships between our local general practices and the best specialty care available? Our vision for a different kind of...

  • Experienced Veterinary Technician

    2 months ago

    Gainesville, United States Community Care Veterinary Specialist Full time

    Who are we? What if we could create a community of supportive veterinary professionals that collectively used their individual strengths to contribute to the care of all pets? One where animal welfare is elevated by the supportive relationships between our local general practices and the best specialty care available? Our vision for a different kind of...

  • Experienced Veterinary Technician

    2 weeks ago

    Gainesville, Florida, United States Community Care Veterinary Specialist Full time

    Who are we? What if we could create a community of supportive veterinary professionals that collectively used their individual strengths to contribute to the care of all pets? One where animal welfare is elevated by the supportive relationships between our local general practices and the best specialty care available? Our vision for a different kind of...

  • Experienced Veterinary Technician

    4 weeks ago

    Gainesville, United States Community Care Veterinary Specialist Full time

    Who are we? What if we could create a community of supportive veterinary professionals that collectively used their individual strengths to contribute to the care of all pets? One where animal welfare is elevated by the supportive relationships between our local general practices and the best specialty care available? Our vision for a different kind of...

  • Client Services Representative

    3 weeks ago

    Gainesville, United States TEEI Full time

    Employment Enterprises, Inc. is working with one of Northern Virginia’s top providers in the fleet industry. We are searching for a Client Service Specialist. You will be responsible for accurate licensing and titling in conjunction with vehicle deliveries and customer requests. This position is in Gainesville Virginia with an hourly pay rate of...

  • Medical Billing Specialist

    2 months ago

    Gainesville, United States PSG Global Solutions Full time

    Assures that all phases of processing client information are in compliance with HIPAA, PHI regulatory and related policies and practices; reports any Compliance issues to the Director of Operations. . Coordinates the insurance verification process an Medical Billing, Specialist, Billing, Medical, Client, Healthcare, Staffing, Process

  • Medical Billing Specialist

    1 month ago

    Gainesville, United States GTT, LLC Full time

    Medical Billing Specialist  Contract Duration 6 Months Job Responsibilities: This position is responsible for, but not limited to, the following: The Medical Billing Specialist assures that all phases of processing client information are in compliance with HIPAA, PHI regulations, and related policies and practices; and reports any Compliance...

  • Medical Billing Specialist

    3 weeks ago

    Gainesville, United States GTT, LLC Full time

    Medical Billing Specialist  Contract Duration 6 Months Job Responsibilities: This position is responsible for, but not limited to, the following: The Medical Billing Specialist assures that all phases of processing client information are in compliance with HIPAA, PHI regulations, and related policies and practices; and reports any Compliance...

  • Medical Billing Specialist

    1 month ago

    Gainesville, United States Axelon Services Corporation Full time

    Job Title: Medical Billing Specialist Location: Gainesville, FL Shift Timings: 8:30 AM - 5:00 PM Description: The Compliance Coordinator is responsible for ensuring adherence to HIPAA, PHI regulatory policies, and related practices throughout client information processing. Reporting to the Director of Operations, this...