Relationship Specialist or Registered Relationship Specialist

4 weeks ago

Levittown, United States Financial Resources Group Investment Services LLC Full time
Job DescriptionJob Description

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)

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