Client Relations Associate

2 weeks ago

Annapolis, Maryland, United States NFP Full time
About Us

NFP is a Fee-Only Fiduciary with a strong presence across various regions, dedicated to providing outstanding service to clients through customized portfolios and personalized financial strategies. Our mission is to simplify financial complexities and assist clients in achieving their goals, fostering a culture of transparency, collaboration, and accountability. As part of a larger organization, we have access to extensive resources and partnerships that enhance our service offerings.

Role Overview: As a Client Relations Associate, you will be instrumental in building and maintaining strong connections with clients, advisors, and team members throughout the organization. This engaging position places you at the center of client interactions, handling a variety of inquiries such as fund transfers, account status checks, and confirmation of charitable contributions. You will also be responsible for managing client documentation, ensuring efficient processing and communication, while serving as a dependable contact for issue resolution and inquiries. Utilizing our CRM system, you will effectively manage tasks, update client records, and optimize workflows, all contributing to superior client service and support. Your ability to combine administrative skills with personalized client engagement will be key to delivering an outstanding client experience.

Key Responsibilities:
  • Establish and nurture strong relationships with clients, advisors, and team members.
  • Directly assist clients with various requests, including fund transfers, account inquiries, and documentation needs.
  • Oversee the distribution and collection of client paperwork.
  • Respond to phone inquiries, resolve issues, and provide necessary information.
  • Leverage the CRM system for task management, client onboarding/offboarding, and reporting.
  • Collaborate with other teams to prepare and submit client documentation.
  • Draft client correspondence as required.
  • Support advisors in scheduling client meetings and managing calendars.
  • Confirm appointments with clients through appropriate channels.
  • Perform additional duties as assigned.
Qualifications:
  • Strong numerical accuracy and attention to detail.
  • Ability to prioritize tasks and work collaboratively in a team setting.
  • Willingness to learn and adapt, demonstrating resourcefulness.
  • Professional demeanor and appearance.
  • Proficiency in Microsoft Office; familiarity with CRM and financial management software is advantageous.
  • Consistently displays integrity, initiative, and a friendly attitude.
Education and Experience:
  • Preferred college degree; recent graduates with relevant degrees and experience will be considered.
  • Minimum of 2 years of relevant industry experience preferred; background in financial planning or securities is beneficial.
Diversity and Inclusion at NFP

NFP is committed to creating an inclusive workplace that values diversity as a key asset. Research shows that diverse teams are more innovative and make better decisions, leading to enhanced employee engagement and client satisfaction.
  • Equal Opportunity: We are an equal opportunity employer, making employment decisions based on qualifications and business needs without discrimination.
  • Culture Add Over Culture Fit: We seek candidates who will contribute new perspectives and experiences to our culture.
  • Inclusive Excellence: We believe true excellence is achieved in an environment where every employee feels valued and included.

  • Client Relations Supervisor

    2 weeks ago

    Annapolis, Maryland, United States Aurora Ripple Enterprises Full time

    Overview: At Aurora Ripple Enterprises, we recognize that our Entry-Level Client Relations Supervisors play a crucial role in our achievements. We prioritize attracting and retaining top talent to represent our esteemed clients.Key Responsibilities:Maintain a professional demeanor and exhibit exceptional communication skills.Demonstrate reliability and...

  • Client Relations Specialist

    2 weeks ago

    Annapolis, Maryland, United States Wayne Shoemaker - State Farm Agent Full time

    Position OverviewAs a Client Relations Specialist for Wayne Shoemaker - State Farm Agent, you play a crucial role in our operational success and customer satisfaction. Your primary focus is to enhance our agency's growth through meaningful interactions with clients and serving as a bridge between their needs and our agency's services.We are looking for a...

  • Client Service Associate

    3 days ago

    Annapolis, Maryland, United States NFP Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients, advisors, and team members.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

  • Veterinary Client Relations Specialist

    2 weeks ago

    Annapolis, Maryland, United States ANNE ARUNDEL VETERINARY EMERGENCY CLINIC Full time

    Veterinary Client Service RepresentativeClient Service TeamLocation: Annapolis, MarylandMinimum Experience: Mid-levelCompensation: $15/hour+This is a full-time, hourly role with shifts scheduled monthly based on the needs of the clinic.POSITION OVERVIEWThe Client Service Team (CST) Member plays a crucial role in our veterinary practice by:Welcoming and...

  • Veterinary Client Relations Specialist

    2 weeks ago

    Annapolis, Maryland, United States ANNE ARUNDEL VETERINARY EMERGENCY CLINIC Full time

    Veterinary Client Service RepresentativeClient Service TeamLocation: Annapolis, MarylandMinimum Experience: Mid-levelCompensation: $15/hour+This is a full-time, hourly role with monthly scheduled shifts that may vary based on operational requirements.POSITION OVERVIEWThe Client Service Team (CST) Member plays a crucial role in welcoming and registering...

  • Commercial Insurance Client Relations Manager

    2 weeks ago

    Annapolis, Maryland, United States Bigimd Full time

    About BigimdBigimd is a reputable, family-operated independent insurance firm dedicated to finding a diligent commercial insurance client relations manager to join our expanding team. We pride ourselves on delivering exceptional products and services from leading providers, paired with unparalleled customer service.Why Join Us?We offer:Attractive...

  • Patient Relations Associate

    2 weeks ago

    Annapolis, Maryland, United States US Fertility Full time

    Join a dedicated team where your contributions truly matter. At US Fertility, a leading fertility center, we are continuously looking for experienced, empathetic, and proactive individuals who are passionate about providing outstanding patient support. The journey we undertake in helping families is both rewarding and fulfilling. We are currently seeking a...

  • Director of Labor Relations

    3 days ago

    Annapolis, Maryland, United States Keurig Dr Pepper Full time

    Keurig Dr Pepper Director Labor Relations Job DescriptionWe are seeking a highly skilled Director of Labor Relations to join our team at Keurig Dr Pepper. As a Director of Labor Relations, you will play a critical role in shaping our labor relations strategy and ensuring compliance with federal and state laws.Key Responsibilities:Contract Negotiations: Serve...

  • Veterinary Client Care Specialist

    1 day ago

    Annapolis, Maryland, United States Ethos Veterinary Health Full time

    About the RoleWe are seeking a highly organized and enthusiastic Client Care Specialist to join our team at Ethos Veterinary Health. As a key member of our client-facing team, you will be responsible for providing exceptional customer service, ensuring a seamless experience for our clients and their pets.Key ResponsibilitiesClient Relations: Provide warm and...

  • Client Relationship Manager

    2 weeks ago

    Annapolis, Maryland, United States ALIGN PRECISION Full time

    Job OverviewPosition SummaryThe Client Relationship Manager acts as a key facilitator in the sales cycle of precision-engineered components and assemblies, catering to the needs of the company's major enterprise clients. Responsibilities in this role include fostering robust relationships with clients, engaging with pivotal business leaders and stakeholders,...

  • Emergency Veterinary Client Support Specialist

    2 weeks ago

    Annapolis, Maryland, United States Anne Arundel Veterinary Emergency Clinic Full time

    Position OverviewJoin Our Dedicated Team at Anne Arundel Veterinary Emergency ClinicWe are seeking a passionate and skilled Emergency Veterinary Client Support Specialist to become a vital part of our team. Our facility operates around the clock, providing exceptional care for pets in need. With a collaborative environment comprising over 24 veterinarians...

  • Client Admissions Specialist

    2 weeks ago

    Annapolis, Maryland, United States Advocate Support Services, Inc. Full time

    Position OverviewAdvocate Support Services, Inc. is seeking a dedicated Client Admissions Specialist to become a vital part of our organization. This position is essential in enhancing our clientele by overseeing interactions with medical professionals, guiding clients through the off-site Psychiatric Rehabilitation Program, and ensuring the completion of...

  • Luxury Vehicle Sales Associate

    5 days ago

    Annapolis, Maryland, United States MileOne Autogroup Full time

    About the RoleMileOne Autogroup is seeking an experienced and results-driven Sales Associate to join our team at Mercedes Benz Annapolis. As a Sales Associate, you will be responsible for providing exceptional customer service, building strong relationships with clients, and meeting sales targets.Key ResponsibilitiesPresent and demonstrate features and...

  • Federal Client Support Manager

    2 weeks ago

    Annapolis, Maryland, United States Hewlett Packard Enterprise Full time

    Position Title: Federal Client Support Manager (TS SCI with Polygraph)Location: Remote/TeleworkerAbout Us:Hewlett Packard Enterprise is a leading global edge-to-cloud organization that is transforming the way individuals and businesses operate. We empower organizations to connect, safeguard, analyze, and act on their data and applications across various...

  • Branch Sales and Service Associate

    3 days ago

    Annapolis, Maryland, United States PNC Full time

    Job ProfilePosition OverviewPNC, a leading financial institution, is seeking a highly skilled professional to strengthen customer relationships and drive sales growth in our Retail Branch Banking Network. As a Branch Sales and Service Associate, you will play a critical role in delivering exceptional customer experiences and identifying opportunities to...

  • Customer Relations Officer

    1 week ago

    Annapolis, Maryland, United States EmergencyMD Full time

    Join Our Innovative TeamEmergencyMD is dedicated to providing exceptional services to our community. With a commitment to excellence, we are looking for a passionate individual to join us as a Member Experience Officer.Our mission is to enhance the lives of our members through superior service and innovative solutions. We value integrity, collaboration,...

  • Sales Associate

    11 hours ago

    Annapolis, Maryland, United States Lovesac Full time

    About LovesacLovesac is a leading provider of innovative, adaptable furniture solutions that bring total comfort to millions of homes. Our mission is to revolutionize the way people live, work, and play by offering products that can evolve with their needs.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team. As...

  • Retail Sales Associate

    18 hours ago

    Annapolis, Maryland, United States L Oreal USA Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Sales Associate. As a key member of our sales team, you will be responsible for delivering exceptional customer service, building strong relationships with our clients, and driving sales growth.Key ResponsibilitiesCustomer Service: Provide outstanding...

  • Caregiver Associate

    5 days ago

    Annapolis, Maryland, United States Tribute Home Care Full time

    Discover a Rewarding Career in Home CareAt Tribute Home Care, our mission is to provide exceptional care and support to our clients, and we're seeking dedicated and compassionate caregivers to join our team.As a Caregiver Associate at Tribute Home Care, you'll have the opportunity to make a meaningful difference in the lives of our clients and their...

  • Asset Protection Associate

    6 hours ago

    Annapolis, Maryland, United States Giant Food Full time

    About the RoleGiant Food is seeking a highly skilled and detail-oriented Asset Protection Associate to join our team. As a key member of our retail security team, you will be responsible for protecting our company's assets and preventing loss through effective monitoring, investigation, and surveillance techniques.Key ResponsibilitiesLoss Prevention:...