Client Relationship Specialist

21 hours ago


Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Relationship Specialist to join our team at JFS Wealth Advisors. The successful candidate will be responsible for providing exceptional client service, coordinating asset management support, and facilitating new client onboarding and account openings.

Key Responsibilities
  • Client Service and Support
    • Provide prompt and complete follow-through on client requests and tasks
    • Maintain a high level of professionalism and courtesy when interacting with clients
    • Act as a liaison between clients and internal teams to ensure seamless communication and resolution of issues
  • Asset Management and Operations
    • Coordinate and execute asset management tasks, including transactions and paperwork
    • Communicate with custodians and other external parties to ensure timely and accurate processing of client accounts
    • Maintain accurate and up-to-date records and documentation
  • New Client Onboarding and Account Openings
    • Work closely with advisors to onboard new clients and facilitate account openings
    • Request and process necessary documentation and paperwork
    • Ensure that all client accounts are properly set up and configured
  • Administrative and Support Functions
    • Process daily deposits and fulfill distributions requests
    • Ensure that client accounts are properly maintained and updated
    • Assist with quarterly and semi-annual investment review report preparation and processing
Requirements
  • Bachelor's degree from an accredited college or university
  • Minimum of 4 years related experience and/or training
  • Ability to calculate figures and amounts
  • Knowledge of Client Relationship Management (CRM) software systems and Microsoft Office
  • Valid driver's license
  • Client service-oriented with excellent communication and interpersonal skills
Competencies
  • Problem-solving and analytical skills
  • Technical skills and proficiency in CRM software systems
  • Client service and relationship-building skills
  • Teamwork and collaboration skills
  • Priority setting and time management skills
  • Ethics and professionalism
Physical Demands

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.



  • Pittsburgh, Pennsylvania, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Relationship Manager to join our team at Bank of America. As a key member of our Merrill Private Wealth Management group, you will play a critical role in developing and enhancing existing client relationships.Key ResponsibilitiesSupport the Financial Advisor team in further developing and enhancing existing...


  • Pittsburgh, Pennsylvania, United States Huckestein Mechanical Services Full time

    Job OverviewAbout Huckestein Mechanical ServicesHuckestein Mechanical Services has been a prominent name in the mechanical contracting sector for over 70 years. Our commitment to service excellence provides a distinctive perspective on the value we deliver to our clients. We focus on assessing, designing, installing, and maintaining commercial mechanical...


  • Pittsburgh, Pennsylvania, United States Cigna Full time

    Position OverviewThe role of the Client Relationship Management Specialist is crucial in ensuring the seamless implementation of services for our clients. The ideal candidate will possess a strong background in Cigna Implementation and will be dedicated to fostering positive client interactions.Key ResponsibilitiesProvide expert support and analysis in...


  • Pittsburgh, Pennsylvania, United States Cigna Full time

    Position OverviewThe role of the Dedicated Client Service Partner is crucial in ensuring exceptional service delivery to our clients. This position requires a candidate with prior experience in Cigna Implementation, emphasizing the importance of understanding our operational framework.Key ResponsibilitiesEngage with clients to provide comprehensive support...


  • Pittsburgh, Pennsylvania, United States Cigna Full time

    Position OverviewThe role of the Dedicated Client Service Partner is crucial in ensuring exceptional client satisfaction and effective service delivery. This position requires a candidate with a strong background in Cigna Implementation and the ability to engage directly with clients.Key ResponsibilitiesAct as the primary point of contact for clients,...


  • Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Business Development Manager to join our team. As a Business Development Manager, you will be responsible for growing share of wallet with existing clients and identifying customer needs to help them succeed financially.Key Responsibilities:Develop and manage clients across multiple...


  • Pittsburgh, Pennsylvania, United States Raymond James Financial Incorporated Full time

    Company Overview:Raymond James Financial Incorporated is a distinguished financial services firm, committed to delivering exceptional banking solutions tailored to the needs of our clients.Position Overview:The Client Services Representative - Servicing plays a crucial role in addressing all client inquiries that arise within the Private Bank Service Team....


  • Pittsburgh, Pennsylvania, United States Mehta Consulting Full time

    Job OverviewThe Client Relationship Manager at Mehta Consulting plays a crucial role in nurturing and enhancing profitable partnerships with clients while expanding the business portfolio through new client acquisitions.Benefits and Advantages:Attractive CompensationOpportunities for Professional GrowthJob Security in an Expanding SectorKey...


  • Pittsburgh, Pennsylvania, United States Kelly Generator & Equipment Full time

    We are looking for a dedicated and enthusiastic Sales Representative for Service Contracts to become a vital part of our team at Kelly Generator & Equipment. In this role, you will be tasked with establishing and nurturing strong connections with our clientele, promoting service agreements, and meeting sales objectives. The ideal candidate will possess a...


  • Pittsburgh, Pennsylvania, United States MRINetwork Jobs Full time

    Job OverviewClient Relationship Manager in the Construction SectorWe are collaborating with a distinguished Commercial Construction Firm to identify a skilled Client Relationship Manager. This role is ideal for an individual with a solid background in construction sales, tasked with promoting commercial projects across diverse sectors.Establish new client...


  • Pittsburgh, Pennsylvania, United States WesBanco Full time

    Position OverviewThe Universal Banker plays a pivotal role in cultivating a supportive and engaging workplace that motivates and recognizes outstanding contributions. This position is essential in delivering top-notch customer service while effectively identifying and capitalizing on sales opportunities.Key ResponsibilitiesProvide exceptional service to...


  • Pittsburgh, Pennsylvania, United States Russell Standard Full time

    Job OverviewPosition SummaryThe Client Relationship Manager plays a crucial role in the success of Russell Standard. This position is responsible for identifying new business opportunities, supporting current clients, and enhancing the company's growth and reputation. The focus will be on expanding and sustaining our Asphalt Emulsion sector in the designated...


  • Pittsburgh, Pennsylvania, United States TransPerfect Full time

    About the Role: The Account Manager position is an entry-level opportunity focused on cultivating new business connections and providing initial support to current clients.Key Responsibilities:Identify potential clients through various methods such as online research, industry events, referrals, and professional directories.Engage and secure new clients...


  • Pittsburgh, Pennsylvania, United States Hamilton Barnes 🌳 Full time

    We are seeking a Client Relationship Executive who will oversee client interactions, ensuring consistent and positive engagement with our users and key decision-makers. This role involves maintaining proactive communication with clients, serving as a primary escalation point, and delivering comprehensive quarterly and annual performance reports.The ideal...


  • Pittsburgh, Pennsylvania, United States Northwest Bank Full time

    As a Commercial Banking Relationship Specialist at Northwest Bank, you will act as a key advisor to our clients, delivering tailored financial solutions that align with their business objectives. Your role will involve cultivating a robust network of referral sources to drive new business initiatives. Your primary responsibilities will include overseeing a...


  • Pittsburgh, Pennsylvania, United States Reliance Matrix Full time

    Position OverviewThe Client Manager is entrusted with the comprehensive oversight of client accounts, managing a portfolio of 500 to 2,000 lives. This role serves as the primary liaison for clients, providing consultative support on various aspects including contracts, plan configurations, financial inquiries, and claims resolution.Key...


  • Pittsburgh, Pennsylvania, United States Amazon Web Services, Inc. Full time

    Job Overview Are you interested in spearheading revenue growth for a prominent player in cloud technology, particularly within the public sector? Join a dynamic team dedicated to enhancing the visibility and utilization of Amazon Web Services (AWS). Do you possess the commercial insight, established connections, and experience in government sales, along with...


  • Pittsburgh, Pennsylvania, United States PLANTSCAPE INC. Full time

    Position OverviewThe Client Relationship Manager is responsible for overseeing, coordinating, and evaluating all functions of the Horticultural Technicians team. This role is pivotal in ensuring that the highest standards of service, quality, and efficiency are maintained to achieve client satisfaction, retention, and excellence in service delivery....


  • Pittsburgh, Pennsylvania, United States CRJ CONSULTING LLC Full time

    Dynamic Opportunity for Client Relations SpecialistCRJ CONSULTING LLC is on the lookout for a dedicated client relations specialist to enhance our vibrant workforce. In this role, you will serve as the main liaison for our clientele, playing a crucial part in fostering and sustaining client connections while providing exceptional service. Your duties will...


  • Pittsburgh, Pennsylvania, United States Amazon Full time

    Join a Leading Cloud InnovatorAre you ready to take charge of revenue generation for a top-tier cloud computing provider focused on state and local government clients? Become part of a dynamic team dedicated to enhancing the visibility and utilization of Amazon Web Services (AWS).Your RoleAs a Client Relationship Executive within AWS, you will play a pivotal...