Client Relationship Specialist
2 weeks ago
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your Fall season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
- Client onboarding, including preparation of new account paperwork and client information-gathering
- Account maintenance, including any account registration and account profile changes
- Asset movement processing, including journals, wire transfers and EFTs
- Assist with quarterly billing and performance reporting
- Client issue resolution
- Gathering tax information for clients and assisting with tax reporting
- Relationship management, including regular client contact
- General administrative functions, including but not limited to:
- Maintaining information in the Client Relationship Management System
- Exception report review
- Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
- Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
- Trade execution and trade error resolution, as may be applicable and required
Requirements:
- Bachelor’s degree
- Minimum of 4+ years relevant experience
- FINRA Series 7 and 66 licenses strongly preferred
- Familiarity with estates preferred
- Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
- Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
- Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
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