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Client Relationship Specialist

4 months ago

Franklin, United States Transcend Practice Management Full time
CLIENT RELATIONSHIP SPECIALIST
Location: Franklin, TN (in-office)
Compensation = TBD

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Some things to know about us:
  • We are honest, caring people. We do the right thing for our clients and consider them friends.
  • We are a privately held, independent company and we intend to stay that way.
  • Our team may be small, but we specialize in high-net-worth clients. This means we carry a broad range of expertise to provide the utmost in customer service to our clients. You’ll be able to learn from the best across many aspects of the financial services industry.

Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us

Sound appealing? We are building a team with people who share our values and want to contribute to our clients’ experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Relationship Specialist to our team who will support the firm’s senior staff. The attributes that we are looking for in a teammate include:
 
  • Trustworthiness
  • Insistent, consistent attention to detail
  • Energy and enthusiasm
  • Commitment to exceeding client expectations
  • Flexibility and openness to step in and do whatever is needed to support the team
  • Interest in working on varied assignments with people across the firm
  • Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
  • Ability to anticipate the needs of the advisor and the team overall
  • Self-directed time management and prioritization capabilities and outstanding organizational skills
  • Self-motivation, having the ability to self-start, take initiative, and be proactive
  • Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality
  • Poise and maturity, especially in stressful situations
  • Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done
  • A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on As a Client Relationship Specialist, you can expect to:
 
  • Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
    • For example:
      • All meeting preparation – from investment updates to financial planning updates
      • Input data for new client financial plans
      • Make recommendations to systematize and improve office functioning
      • Update social media with approved educational content
  • Engage with clients in a professional, kind, and courteous manner.
    • For example:
      • Attend all in-office and Zoom client meetings
      • Take notes during client meetings
      • Conduct check-in calls with clients
      • Answer phones in a professional and courteous manner
      • Greet clients and respond to their immediate needs
      • Demonstrate access to and use of the client portal; conduct client training; troubleshoot issues; give instructions for IRA RMD charitable donations; notify clients of IRA RMDs and give instructions for satisfying requirements; generate and send tax forms
      • Organize and plan events for clients and prospects
  • Intake, screen, organize and process all that you are able, focus your own and the team’s attention on the items that require personal attention, and ensure that all activities are captured, scheduled, and completed.
    • For example:
      • Follow up on post-meeting tasks, initiating action and monitoring until complete
      • Update cost basis information
  • Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
    • For example:
      • Anticipate advisor needs and handle them proactively
      • Prepare new account and investment paperwork
      • Place trades at the direction of the advisor
      • Process money movement requests
      • Track planning fees
      • Generate client reports; generate Morningstar reports
      • Scan client statements, correspondence, and documents
      • Data entry of all client personal and financial information
  • Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments with the team.
    • For example:
      • Complete projects assigned by senior staff members

This position serves as the primary liaison between Financial Advisors and clients to ensure quality service is provided throughout the firm’s client base. It’s expected that the candidate provides proactive task management of necessary Financial Planning initiatives that increase per advisor capacity to serve clients and facilitate client growth.

You will work closely with the Operations Team to ensure clients are well served and company goals and objectives are met.  This position is not required to generate new clients for the firm but help Financial Advisors do so by freeing up their time.

Qualifications for this role include:
 
  • BS/BA in finance or business administration is preferred, but not required
  • Minimum of three years of experience in the financial services industry required
    • Experience in the wealth management or an investment-related industry with emphasis on understanding of the independent wealth management/RIA arena required
  • Series 65 is required
  • Familiarity with National Financial Services and/or Commonwealth Financial Network desirable
  • Superior client service, communication, and relationship management skills
  • High level of detail orientation, strong decision making and analytical skills
  • Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.) and CRM, for example
    • Ability to work simultaneously with multiple programs is required
    • Ability to learn and apply new programs quickly and efficiently is required
  • Technology-forward
  • Problem solver
  • Ability to thrive in a fast-paced environment and step in to do whatever needs to be done
  • Ability to take direction and follow procedures flawlessly, time after time
  • Patience to do repetitive work correctly and accurately – “everything speaks”
  • Demonstrated job stability and career progression
  • Team player who enjoys working with other and has a servant mindset and positive attitude

Team members will have career tracks to choose from. For example, CRSs who want to become planners will be supported in pursuing the FPQP® (Financial Paraplanner Qualified Professional) designation and have opportunities to contribute to the creation of personal financial plans for our clients. CRSs who are interested in working closely with our highest net worth clients in all aspects of their lives may move to support our family office services. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future

Get in touch today so that we can get to know you As a Client Relationship Specialist, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
                                                                                                                                                                                                We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you 

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