Client Relationship Specialist
4 weeks ago
Position: Client Relationship Specialist
Type: Hybrid (3x onsite)
Job Summary:
A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist 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:
- Account upkeep, encompassing account registration and adjustments to account profiles as necessary
- Client onboarding, involving the assembly of new account documentation and the collection of client information
- Collecting client tax data and aiding in tax reporting processe
- Management of asset transfers, covering journal entries, wire transfers, and electronic fund transfers (EFTs)
- Supporting quarterly billing and performance reporting
- Executing trades and resolving trade errors when necessary
- Managing client relationships, including maintaining regular contact
- Maintaining information in the Client Relationship Management System
Requirements:
- Bachelor's degree
- Minimum of 3 years relevant experience required
- FINRA Series 7 and 66 licenses required
- Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Benefits:
- Flexible hybrid schedule
- Generous PTO
- Growth and developmental opportunities
- Medical, Vision, Dental, and 401k matching
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
1 month ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
1 month ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
7 days ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:The client is seeking a highly motivated Client Relationship Specialist 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...
-
Client Relationship Specialist
1 week ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:The client is seeking a highly motivated Client Relationship Specialist 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...
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States MindSpring Partners LLC Full timeOur client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States MindSpring Partners LLC Full timeOur client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...
-
Client Relationship Specialist
4 weeks ago
Highland Park, United States Mesirow Financial Holdings, Inc. Full timeThe Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...
-
Client Relationship Specialist
4 weeks ago
Highland Park, United States Mesirow Full timeThe Opportunity:Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...
-
Client Relationship Specialist
2 weeks ago
Highland Park, United States Mesirow Full timeThe Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in...
-
Client Relationship Specialist
3 weeks ago
Clifton Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...
-
Client Relationship Specialist
3 weeks ago
Clifton Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...
-
Client Relationship Manager
6 days ago
Overland Park, United States NeuAnalytics Full timeJob DescriptionJob DescriptionSalary: Client Relationship Manager – Financial Industry Experience REQUIREDNeuAnalytics is seeking an energetic and experienced Client Relationship Manager interested in building client centric experiences and delivering outstanding service to our clients. The Client Relationship Manager is responsible for building and...
-
Client Relationship Specialist
2 days ago
New Hyde Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...
-
Client Relationship Specialist
1 week ago
New Hyde Park, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...
-
Client Specialist
7 days ago
Overland Park, United States The Talbots Inc Full timeJob Number: 21563 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...
-
Client Specialist
7 days ago
Winter Park, United States The Talbots Inc Full timeJob Number: 21432 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...
-
Client Specialist
7 days ago
Florham Park, United States Robert W. Baird & Co. Incorporated Full timeAs a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...
-
Market Client Relationship Manager
1 week ago
Winter Park, United States Bank of America Full timeDescription : The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and...
-
Market Client Relationship Manager
7 days ago
Winter Park, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...