Current jobs related to Client Relationship Specialist - Marlton, New Jersey - Harriett Financial Group

  • Client Relationship Liaison

    1 week ago

    Marlton, New Jersey, United States Lincoln Investment Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Client Relationship Liaison to join our team at Lincoln Investment. As a key member of our financial planning group, you will be responsible for providing exceptional customer service and administrative support to our clients and financial representatives.The ideal candidate will have excellent...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Marlton, New Jersey, United States OceanFirst Bank Full time

    Job Title: Commercial Banking Relationship ManagerAt OceanFirst Bank, we are seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our commercial clients, identifying new business opportunities, and providing...

  • Commercial Banking Relationship Manager

    1 month ago

    Marlton, New Jersey, United States OceanFirst Bank Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at OceanFirst Bank. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our commercial clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Marlton, New Jersey, United States OceanFirst Bank Full time

    Job Title: Commercial Banking Sr. Relationship ManagerAt OceanFirst Bank, we are committed to fostering a culture of excellence and teamwork. Our Commercial Banking Sr. Relationship Manager plays a critical role in driving business growth and development by building and maintaining strong relationships with our commercial clients.Key Responsibilities:Manage...

  • Commercial Banking Relationship Manager

    6 days ago

    Marlton, New Jersey, United States OceanFirst Bank Full time

    Job DescriptionAt OceanFirst Bank, we value our employees' contributions to fulfilling our mission and executing daily tasks in alignment with our core values. We foster an environment of respect, professionalism, and diversity that makes OceanFirst a great place to work and do business.We offer great benefits, including an on-site fitness facility, hybrid...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Marlton, New Jersey, United States OceanFirst Bank Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Sr. Relationship Manager to join our team at OceanFirst Bank. This is a unique opportunity to leverage your expertise in commercial lending and relationship management to drive business growth and development.Key ResponsibilitiesManage and develop a portfolio of commercial customers, focusing on...

  • Payroll Specialist

    2 weeks ago

    Marlton, New Jersey, United States Workplace Hcm, Inc. Full time

    Job SummaryAs a Payroll Specialist at Workplace Hcm, Inc., you will be responsible for managing client relationships and providing technical assistance to multi-product clients. This role involves supporting clients with training, general service inquiries, and proactive client activity management. You will also be responsible for managing calendars related...

  • Payroll Specialist

    4 weeks ago

    Marlton, New Jersey, United States Workplace HCM, Inc. Full time

    Job SummaryWe are seeking a highly skilled Payroll Specialist to join our team at Workplace HCM, Inc. This individual will be responsible for managing client relationships, providing technical assistance, and ensuring timely payroll processing.Key ResponsibilitiesManage a shared client group of 200 to 300 clients, providing exceptional customer service and...

  • Premium Client Service Representative

    2 months ago

    Marlton, New Jersey, United States Fidelity Investments Full time

    Join Our Team as a Wealth Management Service AssociateWe are looking for a qualified Wealth Management Service Associate to support our high-net-worth clientele. This position focuses on strengthening client relationships, offering insights on financial solutions, and managing monetary requests efficiently. The successful candidate will possess a Series 7...

  • Travel Nurse RN

    2 weeks ago

    Marlton, New Jersey, United States HealthEcareers - Client Full time

    We are seeking a skilled Cardiovascular ICU RN to join our team in a travel nursing position. This opportunity is perfect for a dedicated and compassionate nurse who wants to make a difference in the lives of patients with cardiovascular conditions.Job Details:Specialty: CVICUDiscipline: RNDuration: 26 weeks40 hours per weekShift: 8 hours, daysEmployment...

  • Nurse Care Specialist

    1 week ago

    Marlton, New Jersey, United States BAYADA Home Health Care Full time

    Job Description & RequirementsSpecialty: Home HealthDiscipline: RNDuration: OngoingEmployment Type: StaffBAYADA Home Health Care is seeking a skilled nursing care provider to deliver high-quality care to clients in their homes. As a nurse care specialist, you will have the opportunity to work with clients of all ages and acuity levels, providing one-on-one...

  • Clinical Document Improvement Specialist

    4 weeks ago

    Marlton, New Jersey, United States WCS Healthcare Partners Full time

    Job Title: Clinical Document Improvement SpecialistWCS Healthcare Partners is seeking a skilled Clinical Document Improvement Specialist to join our team. As a key member of our healthcare team, you will play a vital role in reviewing and improving clinical documentation for our home care division.Job Summary:We are looking for a detail-oriented and...

  • Nurse Care Specialist

    2 weeks ago

    Marlton, New Jersey, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care: A Leader in Home-Based CareWe are seeking a skilled Licensed Practical Nurse to join our team of dedicated healthcare professionals. As a Nurse Care Specialist, you will have the opportunity to make a meaningful difference in the lives of our clients and their families.Key Responsibilities:Providing high-quality patient care in the...

  • IT Operations Specialist

    6 days ago

    Marlton, New Jersey, United States GalaxEons Full time

    Job SummaryWe are seeking an IT Operations Specialist to join our team at GalaxE. As an IT Operations Specialist, you will be responsible for providing planning, communication, and reporting of day-to-day ticket metrics and longer-term tactical objectives. You will also be responsible for Level 2 support of Client business line Cloud Infrastructure including...

  • Clinical Document Improvement Specialist RN

    1 month ago

    Marlton, New Jersey, United States WCS Healthcare Partners Full time

    Job Title: Clinical Document Improvement Specialist RNWCS Healthcare Partners is seeking a skilled Clinical Document Improvement Specialist RN to join our team. As a Clinical Document Improvement Specialist RN, you will play a crucial role in reviewing and analyzing medical records to ensure accurate and timely documentation.Job Summary:Evaluate and analyze...

  • Nurse Care Specialist

    6 days ago

    Marlton, New Jersey, United States BAYADA Home Health Care Full time

    We are seeking a skilled Nurse Care Specialist to join our team at BAYADA Home Health Care. As a Nurse Care Specialist, you will have the opportunity to provide one-on-one care to adult and pediatric clients in Burlington County.Key Responsibilities:Deliver high-quality patient care in a home settingDevelop and implement personalized care plansCollaborate...

  • Medical Claims Specialist

    2 weeks ago

    Marlton, New Jersey, United States ADVANTAGE BEHAVIORAL HEALTH Full time

    {"title": "Medical Billing Specialist", "description": "Job SummaryAt Advantage Behavioral Health, we are seeking a highly skilled Medical Billing Specialist to join our team. As a key member of our revenue cycle team, you will be responsible for ensuring accurate and timely billing and reimbursement for our clients.Key ResponsibilitiesAct as a liaison...

  • Home Health Care Specialist

    3 weeks ago

    Marlton, New Jersey, United States Compassionate Care In Christ Home Health Full time

    Compassionate Care In Christ Home Health is seeking a dedicated Home Health Aide to provide personalized care to clients in the Pennington, New Jersey area. As a Home Health Aide, you will work directly with clients, following a one-on-one care plan in their home. You will be responsible for assisting clients with daily activities, such as moving in and out...

  • Debt Recovery Specialist

    1 week ago

    Marlton, New Jersey, United States Tenaglia & Hunt P A Full time

    Job DescriptionTenaglia & Hunt P A seeks an experienced debt recovery specialist for our Marlton, New Jersey location. The ideal candidate must have prior experience handling consumer debt collection and familiarity with the FDCPA, bilingual preferred. Key responsibilities include:Excellent communication and negotiation skills to effectively interact with...

  • Substation Engineer

    2 weeks ago

    Marlton, New Jersey, United States Gannett Fleming Full time

    Job Title: Sr. Substation EngineerGannett Fleming is seeking a highly experienced Sr. Substation Engineer to join our Power Group. As a key member of our team, you will lead or support utility and power substation projects and clients. This role can be based in Marlton, NJ, Charlotte, NC, Chicago, IL, Phoenix, AZ, Pittsburgh PA, Roanoke VA, or St. Louis MO....

Client Relationship Specialist

2 months ago

Marlton, New Jersey, United States Harriett Financial Group Full time

Client Relationship / Sales Support Specialist

Harriett Financial Group is seeking a committed professional to become part of their vibrant financial advisory team.

The primary role of the Client Relationship Specialist is to guarantee prompt and professional service delivery to clients, alongside effective issue resolution. This position entails providing administrative assistance to financial advisors, necessitating exceptional customer service, problem-solving, organizational, and meticulous attention to detail.

Key Responsibilities:

  • Serve as the primary contact for client service inquiries
  • Coordinate and confirm client meetings
  • Manage client documentation and compliance submissions
  • Record client interactions utilizing Redtail CRM
  • Stay updated on industry standards and organizational policies
  • Participate in team meetings and professional development events
  • Support special projects as needed

Essential Skills:

  • Ability to cultivate strong client relationships
  • Outstanding communication abilities
  • Capability to work independently
  • Strong analytical and problem-solving skills
  • Proactive in anticipating client and advisor requirements
  • Efficient time management skills under pressure
  • Research proficiency for client inquiries

Technical Skills:

Proficient in Redtail (CRM), Albridge, Broadridge, investment and insurance company platforms, MS Outlook, Excel, and Word.

Qualifications:

  • Preferred securities registration with at least 2 years in sales support
  • Background in investment/brokerage operations
  • Experience in customer service
  • Familiarity with mutual funds and retirement plans
  • Experience with financial planning software is a plus
  • Series 6 or 7 and 63 registration required, or must be obtained within 6 months of employment