Client Relationship Specialist Wealth Management

3 weeks ago


Camden, United States CareerBuilder Full time

Client Relationship Specialist Wealth Management | Marlton, New Jersey

Reference Number: MHH7565
Location: Marlton, New Jersey
Judson Group has been retained by a successful fee-only wealth management firm in the search for a

Client Relationship

Specialist Wealth Management.

This is an outstanding opportunity for an experienced client service professional to partner with the founder of the firm and a team of advisors.
The ideal candidate has extensive experience working with high-net-worth individuals and families in a client support capacity. This individual will establish and maintain a productive relationship between the firm and clients and be a critical link between clients and internal team for all aspects of client interaction.
Responsibilities:
Ensures delivery of excellent customer service through fast and accurate processing of paperwork, communication, and coordinating with applicable resources to resolve inquires.
Generate portfolio review meeting agendas and materials on a weekly basis for use by Portfolio Managers and Marketing Team in client quarterly reviews.
Handles incoming client calls and requests including questions, money movement, distributions, and account administration.
Proactively communicate and collaborate with financial advisors, clients, and prospects.
Provide client support for various requirements on an as needed basis including checks for clients, transfer of funds/forms, IRA distribution, Required Minimum Distributions, account administration (i.e., change of address), etc. and client correspondence.
Requirements:
Experience in Financial Services Industry.
Must be able to Prioritize Work and Be Adaptable.
Comfortable Interacting with Internal Team and Clients.
Desired traits include client service mentality, self-starter, and sense of urgency.
Experience with Charles Schwab (custodian), Tamarac Reporting/CRM and Salesforce Helpful.
Compensation:

Attractive compensation package including base salary, bonus, and benefits
Location:

Marlton, New Jersey.

Company has an option to WFH on an alternating, weekly basis.

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