Client Relationship Specialist
7 days ago
As a Client Relationship Specialist at JFS Wealth Advisors, you will play a vital role in coordinating and providing asset management support to our clients. This involves utilizing a team approach to monitor transactions and various client needs and wants on investment accounts, as well as other financial planning needs.
Key Responsibilities:- Client Relationship Support: Facilitate and execute tasks, ensuring prompt and complete follow-through. Maintain Progress Review meeting schedules, actively maintain advisors' calendars, and confirm appointments.
- Client Interface: Follow up with clients for additional information required by advisors, meet with clients as requested, and follow up on client questions and concerns with advisors.
- Custodian Interface: Initiate transactions and paperwork, communicate with custodians daily regarding alerts and other maintenance, and maintain appropriate documentation and records.
- New Client Onboarding: Work with advisors to onboard new clients from initiation through completion, request necessary paperwork, and oversee the transfer of assets and/or accounts.
- Administrative Functions: Process additional funds into existing accounts, provide delivery instructions for various assets, process daily deposits, and fulfill distributions requests.
- Bachelor's degree from an accredited college or university or equivalent combination of education and experience.
- Ability to calculate figures and amounts, knowledge of CRM software systems, and proficiency in Microsoft suite.
- Valid driver's license and client service orientation.
- Problem Solving: Identifies and resolves problems in a timely manner, gathers and analyzes information, and develops alternative solutions.
- Technical Skills: Assesses own strengths and weaknesses, pursues training and development opportunities, and shares expertise with others.
- Client Service: Dedicated to meeting the expectations and requirements of internal and external customers, gets first-hand customer information, and uses it for improvements in products and services.
- Teamwork: Balances team and individual responsibilities, exhibits objectivity and openness to others' views, and contributes to building a positive team spirit.
The employee is frequently required to sit, use hands to fingers, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, or feel. The employee must occasionally lift and/or move up to 10 pounds.
-
Client Relationship Specialist
2 weeks ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Title: Client Relationship SpecialistAt JFS Wealth Advisors, we are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Provide administrative support to advisors, including...
-
Client Relationship Specialist
2 weeks ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Relationship Specialist to join our team at JFS Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, coordinating asset management support, and ensuring seamless communication with clients and internal teams.Key...
-
Client Relationship Specialist
7 days ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Relationship Specialist to join our team at JFS Wealth Advisors. This role will be responsible for providing exceptional client service, coordinating asset management support, and utilizing a team approach to ensure seamless execution of tasks.Key ResponsibilitiesClient Relationship...
-
Commercial Document Preparation Specialist
4 weeks ago
Hermitage, Pennsylvania, United States Logix Guru on behalf of our client Full timeCommercial Document Prep & Booking SpecialistLogix Guru is partnering with a major banking client to find a skilled Commercial Document Prep & Booking Specialist to join their team in Pittsburgh, PA or Hermitage. This is a 4-month contract-to-hire opportunity.Job OverviewThis position is primarily responsible for preparing and booking commercial documents in...
-
Asset Investment Planning Specialist
7 days ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Summary:We are seeking a highly skilled Asset Investment Planning Specialist to join our team at JFS Wealth Advisors. As a key member of our team, you will be responsible for coordinating and providing asset management support while utilizing a team approach.Key Responsibilities:Monitor transactions and various client needs and wants on investment...
-
Pediatric Care Specialist
2 weeks ago
Hermitage, Pennsylvania, United States BAYADA Home Health Care Full timeBAYADA Home Health Care is seeking a skilled Pediatric Care Specialist to join our team. As a member of our home care team, you will provide high-quality care to pediatric clients in the comfort of their own homes. We offer a positive work environment, flexible scheduling, and a range of benefits to support your career and well-being.Responsibilities...
-
Collections Specialist
2 weeks ago
Hermitage, Pennsylvania, United States Logix Guru on behalf of our client Full timeJob Title: Collections RepresentativeLogix Guru is seeking a skilled Collections Representative to join our client's team in Hermitage, PA. This contract-to-hire opportunity requires a qualified professional to collect delinquent accounts, prepare documentation, and compile records.Key Responsibilities:Collect delinquent accounts by locating past due...
-
Behavioral Consultant
2 weeks ago
Hermitage, Pennsylvania, United States Clarvida - Pennsylvania Full timeAbout the RoleClarvida - Pennsylvania is seeking a skilled Behavioral Consultant to join our team. As a Behavioral Consultant, you will work with clients, their families, and other service providers to develop and implement Individualized Treatment Plans (ITPs) focused on identifying and highlighting child, family, educational, social, and recreational...
-
Retail Merchandising Specialist
2 weeks ago
Hermitage, Pennsylvania, United States Drive Line Service Full timeDrive Line Service Retail Merchandising OpportunitiesWe are seeking highly motivated and detail-oriented individuals to join our retail merchandising team as Retail Merchandising Specialists. As a key member of our team, you will be responsible for providing high-quality retail services to our clients, ensuring their products are accurately displayed and...
-
Commercial Janitorial Specialist
2 weeks ago
Hermitage, Pennsylvania, United States ServiceMaster Elite Janitorial Services Full timeJob OverviewServiceMaster Elite Janitorial Services is seeking a skilled Commercial Janitorial Specialist to join our team. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and sanitation of our clients' buildings and grounds. Key Responsibilities:Perform all cleaning duties for facilities using...
-
Certified Peer Specialist
2 weeks ago
Hermitage, Pennsylvania, United States Community Counseling Center of Mercer County Full timeJob Title: Certified Peer SpecialistJob Summary:The Certified Peer Specialist is a vital member of our team at the Community Counseling Center of Mercer County. This role requires a unique blend of personal experience, empathy, and professional skills to support individuals in their recovery journey.Key Responsibilities:Establish and maintain positive...
-
Community Participation Support Specialist
2 weeks ago
Hermitage, Pennsylvania, United States MCAR, Inc. Full timeJob SummaryMCAR, Inc. is seeking a dedicated employee to join our Habilitative Aide Program as a Community Participation Support Specialist. This role involves providing direct supervision to individuals with intellectual and developmental disabilities in a 1:1 community setting.The successful candidate will be responsible for adhering to Community...
-
Financial Services Representative
1 month ago
Hermitage, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
-
Retirement Plan Advisor
1 week ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Summary:As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate and maintain client retirement plans, ensuring that they are aligned with their overall financial objectives.Key Responsibilities:Develop and implement comprehensive...
-
Hair Stylist
2 weeks ago
Hermitage, Pennsylvania, United States Great Clips Full timeUnlock Your Potential as a Hair Stylist at Great ClipsAre you passionate about delivering exceptional haircuts and building meaningful relationships with clients? Do you thrive in a fast-paced, dynamic environment where no two days are ever the same? If so, we want to hear from you!As a Hair Stylist at Great Clips, you'll have the opportunity to:Work with a...
-
Retirement Plan Advisor
2 weeks ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Summary:As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate retirement plans, ensuring that clients receive exceptional service and support throughout the process.Key Responsibilities:Develop and implement retirement plans...
-
Financial Services Professional
2 weeks ago
Hermitage, Pennsylvania, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...
-
Ophthalmology Specialist
1 month ago
Hermitage, Pennsylvania, United States RecruitWell LLC Full timeExciting Opportunity for Ophthalmology PhysiciansDocCafe is a leading platform for healthcare professionals, and we are currently seeking an experienced Ophthalmology Physician to join our team in Hermitage, Pennsylvania. As a trusted partner for medical professionals, we offer a range of benefits and resources to support your career advancement.Key...
-
Retirement Plan Consultant
2 weeks ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Title: Retirement Plan AdvisorAs a Retirement Plan Advisor at JFS Wealth Advisors, you will play a critical role in helping our clients achieve their financial goals. Your primary responsibility will be to provide exceptional service to our clients, ensuring their retirement plans are tailored to their unique needs and goals.Key Responsibilities:Develop...
-
Hair Stylist
4 weeks ago
Hermitage, Pennsylvania, United States Great Clips Full timeUnlock Your Potential as a Hair Stylist at Great ClipsAre you passionate about delivering exceptional haircuts and building lasting relationships with clients? Do you thrive in a fast-paced, dynamic environment where no two days are ever the same? If so, we want to hear from you!About the RoleWe're seeking a talented Hair Stylist to join our team at Great...