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Client Relations Specialist

2 months ago

Tampa, Florida, United States Cary Street Partners Full time

Wealth Management Group - Client Relations Specialist

Overview

The Client Relations Specialist plays a crucial role in supporting the Wealth Management Group by assisting Financial Advisors with various administrative tasks and client-related operations. This position demands exceptional organizational capabilities, meticulous attention to detail, and the capacity to manage multiple priorities efficiently.

Key Responsibilities

  • Oversees client accounts, processes necessary documentation, and addresses alerts from various platforms.
  • Assists Financial Advisors by crafting correspondence, preparing presentations, and developing client proposals.
  • Facilitates client meetings, seminars, and other administrative activities.
  • Conducts data entry and maintains the contact management system.

Qualifications

  • Experience in the professional services sector is preferred.
  • Proficient in Microsoft Office Suite.
  • A Bachelor's degree is preferred.
  • Possession of Series 7 and Series 66 licenses is preferred.

Personal Attributes

  • Capable of managing multiple projects simultaneously.
  • A collaborative team player with a constructive attitude.
  • Outstanding verbal and written communication skills.
  • Strong organizational and multitasking capabilities.

Cary Street Partners is committed to equal employment opportunities. All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, or any other characteristic protected by law.