Client Relations Specialist

2 weeks ago


Baltimore, Maryland, United States Chesapeake Search Partners Full time

Client Relations Specialist - Real Estate & Financial Services

Company: Chesapeake Search Partners

Chesapeake Search Partners is partnering with a reputable independent financial services firm to identify a motivated individual for the position of Client Relations Specialist. In this role, you will be instrumental in delivering outstanding client support and assisting advisors in effectively addressing clients' financial requirements. You will report directly to the firm's Partners/Owners, playing a vital role in enhancing the firm's client-focused strategy.

Primary Responsibilities:

  • Manage advisor calendars and provide consistent updates.
  • Oversee client meeting schedules to ensure prompt service to all clients.
  • Engage in outreach initiatives with clients.
  • Prepare documentation, applications, and presentations for client consultations.
  • Maintain up-to-date notes in the firm's client relationship management system.
  • Deliver regular updates to clients regarding their holdings, balances, and revisions to insurance and investment summaries.
  • Compile weekly activity reports to keep advisors informed about client interactions.
  • Update client contact details in the CRM system and ensure orderly client records.

Financial Planning & Investment Analysis:

  • Leverage EMoney Financial Planning Software to assist advisors in developing financial plans.
  • Perform investment evaluations using tools such as Morningstar Advisor Workstation, Y-Charts, and Fi360.
  • Collaborate with the team during Quarterly Investment Committee meetings.

Client Service & Administrative Support:

  • Process new applications for investment and insurance clients.
  • Follow up on the status of new investment accounts and insurance applications.
  • Communicate updates to advisors and clients regarding application statuses.
  • Ensure prompt resolution of any issues related to new investment applications.
  • Assist clients with requests such as distributions from investment accounts, adjustments to monthly investment plans, and updates to account information.
  • Provide general office support to the team as required.

Qualifications:

  • Bachelor's degree is required.
  • Ability to work autonomously, manage multiple tasks, and meet deadlines.
  • Highly detail-oriented and organized.
  • Strong proficiency in Microsoft Office applications.
  • Familiarity with Redtail Technology and Charles Schwab is preferred.
  • A collaborative team player with a commitment to professional development.


  • Baltimore, Maryland, United States Ram Supply Co Full time

    Client Relations Specialist at Ram Supply CoBecome a vital part of our client service team at Ram Supply Co as a Client Relations Specialist. We are seeking an individual who is dedicated to customer satisfaction and possesses a strong ambition for meeting objectives. This full-time role offers a competitive compensation package.Key Responsibilities:Oversee...


  • Baltimore, Maryland, United States Johns Hopkins Medicine Full time

    Client Relations Specialist - MailroomPosition Overview: The Client Relations Specialist plays a vital role in supporting the operational needs of our organization by ensuring efficient mailroom functions and exceptional customer service.Key Responsibilities:Collaborate with a partner to effectively monitor and manage the printing of checks, ensuring proper...


  • Baltimore, Maryland, United States Chesapeake Search Partners Full time

    Client Relations Specialist - Real Estate & Financial ServicesCompany: Chesapeake Search PartnersChesapeake Search Partners is partnering with a reputable independent financial services organization to identify a motivated individual for the position of Client Relations Specialist. In this role, you will be instrumental in delivering outstanding client...


  • Baltimore, Maryland, United States HR Strategy Group LLC Full time

    Client Relations Specialist At HR Strategy Group LLC, we are dedicated to fostering growth and development within organizations. Our mission is to enhance workplace environments by providing strategic support and resources. We are currently seeking a full-time Client Relations Specialist to assist individuals and families navigating their transitions within...


  • Baltimore, Maryland, United States ASK Consulting Full time

    Job OverviewAll candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment.Position: Client Relations SpecialistLocation: OnsiteContract Duration: 12 Months (Potential for extension)Compensation: $20/hr to $21.33/hr. on W2Role Summary:The FID OTC Settlements Team...


  • Baltimore, Maryland, United States Recruit Monitor Full time

    Position Overview:As a Client Relations Specialist, you will serve as the primary contact for customer inquiries, providing detailed information on available services tailored to meet their needs. Your role is crucial in assisting clients to make informed decisions.Key Responsibilities:Evaluate customer requests and make recommendations based on individual...


  • Baltimore, Maryland, United States Genuine Parts Company Full time

    SUMMARY:The Sales Account Specialist is responsible for driving revenue growth by identifying and cultivating opportunities across a diverse customer base. This position emphasizes customer satisfaction through consistent engagement and effective management of client expectations. The Sales Account Specialist also educates clients on the extensive range of...


  • Baltimore, Maryland, United States Xpansiv CBL Holding Group Full time

    About Xpansiv CBL Holding GroupXpansiv CBL Holding Group is a pioneering platform focused on the management and transaction of environmental commodities. Since its establishment, the company has aimed to enhance the adoption of sustainable energy solutions, contributing to the reduction of greenhouse gas emissions. The organization ensures that intricate...


  • Baltimore, Maryland, United States The Olu Partners of MD Full time

    Position Overview:The Olu Partners of MD is seeking 4 dynamic individuals with a background in Customer Service and Sales Representation. Your primary responsibilities will include expanding and managing a diverse client portfolio while presenting Union programs to both existing and prospective clients using our innovative patented system.Daily...


  • Baltimore, Maryland, United States The Olu Partners of MD Full time

    Position Overview:The Olu Partners of MD is seeking 4 dynamic individuals with a passion for customer interaction and a background in sales to enhance our esteemed team. Your primary responsibilities will involve developing and overseeing your client portfolio while presenting Union programs to both existing and prospective clients through our innovative...


  • Baltimore, Maryland, United States The Olu Partners of MD Full time

    Position Overview:The Olu Partners of MD is seeking four dynamic individuals with a strong foundation in Customer Service and Sales Representation. Your primary responsibilities will include expanding and managing a diverse client portfolio while promoting Union programs to both existing and prospective clients through our innovative patented system.Key...

  • Travel Nurse RN

    7 days ago


    Baltimore, Maryland, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Burn ICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - Burn ICU Specialist to join their team. As a Travel Nurse RN - Burn ICU Specialist, you will be responsible for providing high-quality patient care in a Burn ICU setting.Job Summary:We are seeking a dedicated and compassionate Travel Nurse RN - Burn...


  • Baltimore, Maryland, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN ICU SpecialistWe are seeking a skilled Travel Nurse RN ICU Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN ICU Specialist, you will be responsible for providing high-quality patient care in an intensive care unit setting.Job Summary:Provide direct patient care to critically ill patients in an ICU...


  • Baltimore, Maryland, United States People Encouraging People Full time

    Job OverviewPOSITION SUMMARY: The Client Support Specialist is tasked with evaluating the needs and capabilities of clients while guiding them towards achieving their personal objectives. This role involves conducting annual evaluations, reassessments, and developing tailored service plans. The Specialist plays a crucial role in facilitating clients'...

  • Travel Nurse RN

    1 day ago


    Baltimore, Maryland, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Behavioral Health SpecialistTalent4Health is seeking a skilled Travel Nurse RN - Behavioral Health Specialist to join our team at HealthEcareers - Client in Easton, Maryland.Job Summary:We are looking for a dedicated and compassionate Travel Nurse RN - Behavioral Health Specialist to provide high-quality patient care in a...


  • Baltimore, Maryland, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistWe are seeking a highly skilled and experienced Travel Nurse ICU Specialist to join our team at HealthEcareers - Client. As a Travel Nurse ICU Specialist, you will be responsible for providing high-quality patient care in a fast-paced ICU environment.About the JobSpecialty: ICU - Intensive Care UnitDiscipline: RN -...


  • Baltimore, Maryland, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Labor and Delivery SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN Labor and Delivery Specialist to join their team.About the JobJob Type: Travel NursingSpecialty: Labor and DeliveryDiscipline: Registered Nurse (RN)The ideal candidate will have experience in Labor and Delivery and be able to work...


  • Baltimore, Maryland, United States Bridgeway Benefit Technologies Full time

    Job OverviewBridgeway Benefit Technologies is seeking a Client Support Specialist to enhance our Customer Success team and assist our Bridgeway product users by acting as an internal advocate and customer liaison, ensuring exceptional service delivery.As a successful Client Support Specialist, you possess a natural affinity for engaging with people and...


  • Baltimore, Maryland, United States Critter Control Full time

    Position Title: Regional Customer Relations SpecialistJob Category: Customer ServiceJob Details:Overview:The primary goal of the Regional Customer Relations Specialist is to deliver outstanding service to our existing clientele, ensuring their needs and concerns are addressed efficiently and effectively during a single interaction.Key...


  • Baltimore, Maryland, United States Hearst Full time

    Job DescriptionDigital Client SpecialistWBAL-TV, WBAL-AM and 98 Rock are searching for a Digital Client Specialist. As a Digital Client Specialist, you will be responsible for working with Account Executives and their clients to ensure successful digital advertising campaigns. We are looking for candidates who can provide superior customer service to our...