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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, along with 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
  • Remain updated on industry regulations and organizational policies
  • Participate in team meetings and training sessions
  • Support special projects as required

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 needs
  • Efficient time management under pressure
  • Research proficiency for client inquiries

Software Knowledge:

Familiarity with 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
  • Understanding of mutual funds and retirement planning
  • Experience with financial planning software is a plus
  • Series 6 or 7 and 63 registration is required, or must be obtained within 6 months of employment