Investment Services Client Representative
4 months ago
Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care insurance, and even health insurance benefits.
Primary Duties Include:
- Regular client interaction including appointment scheduling and correspondence; answer incoming calls when needed and direct/take messages appropriately and according to firm guidelines.
- Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
- Build relationships with the personal wealth and retirement plan clients by acting as the main contact for phone and written correspondence
- Develop new client relationships and add new clients primarily from referrals of existing clients as well as by developing their own referral sources.
- Assist in client or 401k meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
- Successfully partner with our back office for new account establishment, account maintenance, and compliance
- Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
- Deposit checks received and maintain check blotter in adherence to compliance guidelines
- Maintain client information in the CRM database
- Manage multiple and competing priorities on a daily basis in pursuit of business objectives
- Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs
Requirements
- Bachelor’s degree in a business-related field preferred
- The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
- Previous experience in financial services a plus
- Advanced computer skills (Outlook, Word, Excel and Power Point)
- Excellent communication skills, both verbally and in writing
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Ability to build relationships with clients and internal partners and influence others without direct control
- Smartoffice CRM knowledge a plus
- Series 6 and 63 or 7 and 65/66, or ability to obtain within a certain time period
-
Investment Services Representative
2 weeks ago
Deerfield, Illinois, United States Kestra Financial Independent Advisor Full timeJob DescriptionKestra Financial Independent Advisor is seeking a highly skilled and motivated Investment Services Representative to join our team. As an Investment Services Representative, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...
-
Deerfield, Illinois, United States Kestra Financial Independent Advisor Full timeAt Kestra Financial Independent Advisor, we have been dedicated to assisting our clients in safeguarding their wealth and formulating comprehensive financial strategies for over 35 years. Our firm excels in crafting tailored solutions that empower clients to meet their financial aspirations, while also offering expertise in corporate benefits and estate...
-
Deerfield, United States Alera Group, Inc. Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty t eam. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate,...
-
Deerfield, United States Alera Group, Inc. Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight,...
-
Deerfield, United States Alera Group, Inc. Full timeOverview: Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight,...
-
Deerfield, United States Alera Group Full timeJob Description Alera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak...
-
Deerfield, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...
-
Deerfield, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...
-
Deerfield, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...
-
Deerfield Beach, Florida, United States Alera Group, Inc. Full timeClient Service Representative for Property and CasualtyWe are seeking a highly skilled Client Service Representative to join our Property and Casualty team at Alera Group Midwest. As a key member of our team, you will be responsible for providing exceptional day-to-day client service, anticipating client needs, and responding to client, producer, and account...
-
Deerfield, IL, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty t eam. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight,...
-
Patient Care Liaison
1 week ago
Deerfield, United States Veterinary Specialty Center Full timeAbout UsVeterinary Specialty Center is a leading provider of state-of-the-art medical care for companion animals. Our team is dedicated to delivering exceptional patient care and building strong relationships with our clients.Job OverviewWe are seeking a skilled Liaison to join our team. The successful candidate will be responsible for fostering strong...
-
Client Relations Specialist
3 weeks ago
Deerfield Beach, Florida, United States Infinity Managment Group Full timeInfinity Management Group is seeking to hire a Customer Engagement Representative. This role is essential in identifying potential sales opportunities and qualifying leads for new business accounts. The ideal candidate will possess a blend of excellent communication abilities, in-depth product knowledge, and strong customer relationship management skills....
-
Client Service Rep | Medical
3 weeks ago
Deerfield, IL, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty t eam. The primary responsibility of the Client Service Representative will be assisting Account Managers and Producers with the servicing of assigned Business Accounts. Providing superior day to day client...
-
Client Relations Specialist
3 weeks ago
Deerfield Beach, Florida, United States Infinity Managment Group Full timeInfinity Management Group is seeking to hire a Customer Engagement Representative. This role is essential in driving sales and identifying potential leads for new accounts. The Customer Engagement Representative will be part of a dynamic team that emphasizes effective communication, in-depth product knowledge, and robust customer relationship management...
-
Deerfield Beach, Florida, United States Alera Group, Inc. Full timeAbout the RoleAlera Group, Inc. is seeking a highly skilled Client Service Representative to join their Property and Casualty team. This is an exciting opportunity to work with a dynamic organization that values employee growth and development.Key ResponsibilitiesProvide exceptional day-to-day client service by anticipating client needs and responding to...
-
Customer Service Representative
3 weeks ago
Deerfield, United States Tandym Group Full timeA specialty services company in Illinois is actively seeking a new Customer Service Representative for a promising position with their team in the Greater Chicago area. In this role, the Customer Service Representative will be responsible for managing customer queries & complaints as well as processing orders, modifications, and escalating complaints across...
-
Customer Service Representative
3 months ago
Deerfield, United States Tandym Group Full timeA specialty services company in Illinois is actively seeking a new Customer Service Representative for a promising position with their team in the Greater Chicago area. In this role, the Customer Service Representative will be responsible for managing customer queries & complaints as well as processing orders, modifications, and escalating complaints across...
-
Financial Services Representative
5 days ago
Deerfield, Illinois, United States Kestra Financial Independent Advisor Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesManage client relationships and provide personalized service to...
-
Deerfield, IL, United States Alera Group Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight,...