Client Relations Specialist
2 months ago
Location
New York, NY
Employment Type
Full Time
Education Requirement
Bachelor's Degree Preferred
Compensation
$65,000 - $75,000
Job Category
Finance
The Client Relations Specialist will play a vital role within the organization, delivering support through various tasks focused on communication and organization. This position requires interaction with a diverse range of external contacts and internal colleagues across all levels of the firm. Independent judgment is essential for planning, prioritizing, and managing a varied workload.
Key Responsibilities:
As a Client Relations Specialist, your duties will encompass the following:
- Manage incoming calls, screening and redirecting as necessary.
- Maintain and organize calendars.
- Participate in internal meetings, documenting notes and ensuring follow-up actions are taken.
- Work autonomously and collaboratively, taking the lead on special projects.
- Support team members by addressing operational and administrative challenges.
- Ensure tasks are completed efficiently and effectively.
- Update and prepare marketing lists for quarterly meetings.
- Utilize the Meeting Frequency Report to ensure regular client interactions.
- Meeting Preparation and Follow-Up:
- Prepare for meetings by scheduling, logging details in Salesforce, and coordinating with OP and IT for necessary resources.
- After meetings, organize and process notes and documents, updating Salesforce Client Meeting records until finalized.
- Manage and update Salesforce records:
- Create and modify client profiles as needed.
- Oversee team queues and task assignments.
- Assist in client onboarding processes, including agreements, account setups, and fund transfers.
- Coordinate DocuSign processes, maintain organized client files, and liaise with tax teams for data management.
- Arrange travel and other logistical needs.
- Draft and revise documents such as correspondence, reports, and meeting materials.
- Provide general administrative support, including mailing, scanning, and copying tasks.
- Maintain Excel spreadsheets for specific client tracking purposes.
- Perform personal tasks as required.
- Serve as a backup for the Office Administrative Assistant when necessary:
- Welcome and direct visitors, providing general administrative support.
- Answer team phone lines.
- Handle mail deliveries to postal services.
- Contribute to team enterprise tasks as needed.
- Bachelor's degree is preferred but not mandatory.
- 1-2+ years of relevant experience is preferred.
- A collaborative team player who is open to feedback for continuous improvement.
- Detail-oriented with excellent verbal and written communication skills, professional demeanor, and strong organizational abilities.
- A proactive attitude with a willingness to undertake various tasks to ensure timely completion of work.
- Proficiency in technology and applications is essential, with experience in eMoney, Salesforce, and Excel being advantageous.
Cerity Partners is a prominent national registered wealth management and institutional consulting firm dedicated to serving high-net-worth individuals, businesses, and nonprofit organizations. Our team comprises in-house experts, including attorneys, tax advisors, financial planners, and investment professionals, all committed to delivering objective financial guidance and oversight.
Our mission is to enhance the financial well-being of our clients through impartial financial advice. Our culture fosters this mission, driven by our belief in the formula: People First + Accountability = Winning Outcomes. We expect our team members to fulfill their responsibilities, understand the interconnectedness of our operations, and uphold the highest standards of accountability.
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