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Client Relations Specialist

2 months ago

Cumberland, Wisconsin, United States Transcend Practice Management Full time
Job Overview

Position: Client Relations Specialist

Employment Type: Full-time, in-office

Compensation: $70,000

At Transcend Practice Management, we recognize that the most talented individuals have options in the wealth management sector. Joining our team is a strategic move for your career, promising long-term benefits. We pride ourselves on our cohesive team culture, where collaboration and shared values such as diligence, humility, optimism, and responsiveness guide our daily operations. Our commitment is to provide exceptional, personalized experiences for our clients, ensuring they feel valued and prioritized.

Are you ready to contribute to a team that shares this vision? We are seeking a Client Relations Specialist to enhance the support for our Wealth Advisors. Ideal candidates will possess the following attributes:

  • Meticulous attention to detail
  • A genuine passion for serving and assisting others
  • Strong organizational skills with the ability to manage time effectively
  • Proactive mindset with the ability to take initiative
  • Integrity and a strong work ethic, with a commitment to confidentiality
  • Exceptional communication abilities
  • Capability to handle multiple projects simultaneously with precision

As a Client Relations Specialist, your responsibilities will include:

  • Engaging in thoughtful analysis and decision-making to support our operations
  • Managing the lead advisor's email communications to ensure efficient processing
  • Organizing and prioritizing tasks to focus on critical items requiring direct attention
  • Staying informed about client meetings and ongoing projects to facilitate effective scheduling
  • Coordinating the lead advisor's calendar and commitments
  • Interacting professionally with clients and prospects, both via phone and in person
  • Collaborating with office personnel and external partners
  • Maintaining accurate client and office records
  • Processing new account documentation and ensuring database accuracy
  • Enhancing client service procedures, including managing our client relationship management system
  • Preparing for client appointments and managing the advisor's calendar
  • Executing multiple tasks in a fast-paced environment
  • Ensuring data integrity within our CRM and processing systems
  • Timely preparation of communications and mailings
  • Assisting clients with requests for contributions and distributions
  • Completing necessary training and recommending additional learning opportunities
  • Adhering strictly to confidentiality policies
  • Proficiency in MS Excel, Word, and PowerPoint
  • Other responsibilities as assigned

Qualifications for this role include:

  • A college degree is required
  • FINRA Series 65 is mandatory (Series 7, 66, or 63 is advantageous)
  • A minimum of three years' experience in an administrative or client service role within wealth management or a related field
  • At least two years of experience in a client-facing position
  • Strong communication and relationship management skills
  • Proficient in Microsoft Office Suite (Excel, Outlook, Word, etc.)
  • Excellent organizational capabilities
  • Technologically adept and internet savvy
  • Ability to adapt to changing circumstances

We invite you to connect with us and explore the opportunity to become a Client Relations Specialist at Transcend Practice Management, where you will play a pivotal role in supporting our clients' aspirations and goals.