Client Services Representative

4 days ago


Marlton, United States Harriett Financial Group Full time

Client Services / Sales Support Associate (Marlton, NJ)


Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location.

The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representatives. This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also, requires strong organizational skills and attention to detail.


Responsibilities:


  • Main point of contact for clients for their service needs including, but not limited to, general account questions, account changes, etc.
  • Schedule and confirm client appointments.
  • Prepare and process client paperwork for all transactions along with remedying paperwork not in good order.
  • Document client interactions via Redtail CRM
  • Submit correspondence and sales material to compliance for review
  • Inform financial advisor of client issues of significant concern
  • Stay apprised on industry and company rules and regulations
  • Attend the appropriate branch meetings and conferences
  • Other projects and tasks as assigned


Skills Required:


  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions


Software Used:

Redtail (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel

and Word


Knowledge/Experience:


  • Preferably securities registration with at least 2 years of previous experience in a sales support role
  • Investment/brokerage operations experience
  • Customer service experience
  • Thorough knowledge of mutual funds and retirement plans
  • Experience with Financial Planning Software highly desired
  • Series 6 or 7 and 63 registration required. If the candidate does not presently have, will be required to obtain within 6 months of employment.



  • Marlton, United States SI Busineess Solutions Full time

    Signature has been working hard this year to expand our reach with our Telecom clients. We have just opened up our location in the South Jersey area and we are actively looking to grow our team! Here at Signature, we handle all of the direct Customer Service, Sales, and Marketing work for our clients through our unique approach. We work directly with...


  • Marlton, United States SI Busineess Solutions Full time

    Job DescriptionJob DescriptionSignature has been working hard this year to expand our reach with our Telecom clients. We have just opened up our location in the South Jersey area and we are actively looking to grow our team! Here at Signature, we handle all of the direct Customer Service, Sales, and Marketing work for our clients through our unique...


  • Marlton, United States Continental Endeavors Full time

    Job DescriptionJob DescriptionWe are currently hiring entry-level Customer Service & Sales Representatives with customer service, retail, or hospitality background for the Customer Service position. We have found that candidates working in these fields of customer service are very easy to train into our Customer Service & Sales Representative position. Our...


  • Marlton, New Jersey, United States SI Busineess Solutions Full time

    About SignatureSignature Business Solutions has experienced significant growth in 2023, expanding its reach with telecom clients. The company recently opened a new location in South Jersey and is actively seeking to grow its team.We handle all direct customer service, sales, and marketing work for our clients through our unique approach. Our focus is on...


  • Marlton, New Jersey, United States Lincoln Investment Full time

    Key ResponsibilitiesMain point of contact for clients regarding service needs, including general account inquiries and account changes.Schedule and confirm client appointments.Prepare and process client paperwork for transactions.Document client interactions via Redtail CRM.The ideal candidate will possess excellent customer service and problem-solving...


  • Marlton, United States Lincoln Investment Full time

    Job DescriptionJob DescriptionNatale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This full-time position involves working with the current team which consists of 3 Financial Representatives and 2 Client Relationship Liaisons. The role will require on-site work in our...

  • Sales Associate

    3 days ago


    Marlton, United States Drybar Shops Full time

    Overview: Company Information Organization Name: 1921 Enterprises dba. Drybar About Our Organization: At Drybar, our philosophy is simple: Focus on one thing and be the best at it. For us, thats blowouts. With that purpose in mind, we are focused on providing the best professional quality beauty products, tools, and services to create and maintain the...


  • Marlton, United States Lincoln Investment Full time

    Client Relationship Liaison (Marlton, NJ) Natale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position involves working with the current team which consists of 3 Financial Representatives and 2 Client Relationship Liaisons. The role will require on-site work in our...


  • Marlton, United States Lincoln Investment Full time

    Client Relationship Liaison (Marlton, NJ)Natale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position involves working with the current team which consists of 3 Financial Representatives and 2 Client Relationship Liaisons. The role will require on-site work in our...


  • Marlton, United States Lincoln Investment Full time

    Client Relationship Liaison (Marlton, NJ)Natale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position involves working with the current team which consists of 3 Financial Representatives and 2 Client Relationship Liaisons. The role will require on-site work in our...


  • Marlton, New Jersey, United States SI Busineess Solutions Full time

    Our ApproachAt Signature Business Solutions, we believe in building long-lasting relationships with our clients' customers. Our team provides comprehensive customer service, sales, and marketing solutions through our unique approach.We're actively seeking a Customer Service Representative to join our team. As a key member of our team, you'll be responsible...


  • Marlton, United States Heritage-Crystal Clean, LLC Full time

    Sales and Service Representative at Heritage-Crystal Clean, LLC summary: The Sales and Service Representative at Crystal Clean is responsible for engaging in customer service and business development while adhering to safety guidelines. This role involves servicing existing customers, developing new sales leads, and managing administrative tasks while...


  • Marlton, United States Tuition Options LLC Full time

    Job DescriptionJob DescriptionCUSTOMER SERVICE/CALL CENTER REPRESENTATIVEFULL AND PART TIME POSITIONS AVAILABLE! JOB DUTIES:Work specific call queues as directed to achieve optimum results – employee will be on the phone for long periods during workday.Excellent customer service, communication skills and willingness to learn and improve. Motivated...


  • Marlton, New Jersey, United States Tuition Options LLC Full time

    About UsTuition Options is a third-party student loan servicer that partners with schools nationwide to provide efficient loan management solutions. Our software platform and team help clients reduce administrative burdens, allowing them to focus on educating students.With our robust reporting tools, analytics, and dedicated customer support, we aid schools...


  • Marlton, United States AEG Full time

    Who we are looking forEmbark on an exciting journey as a Customer Service Representative, where your enthusiasm for delivering outstanding service will shine through every interaction. You'll be at the heart of our mission, using various channels to solve problems and elevate the customer experience in a fast-moving, customer-first environment.What sets us...


  • Marlton, United States Bet365 Full time

    Job DescriptionJob DescriptionEmbark on an exciting journey as a Customer Service Representative, where your enthusiasm for delivering outstanding service will shine through every interaction. You'll be at the heart of our mission, using various channels to solve problems and elevate the customer experience in a fast-moving, customer-first...


  • Marlton, United States Restore Hyper Wellness - RHWM034 Part time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceFlexible scheduleWellness resourcesBenefits/PerksA competitive salary plus bonusesFlexible SchedulesCasual Dress-codeFun, wellness-focused work environmentCompany OverviewRestore Hyper Wellness is the leading retail provider of alternative health and wellness modalities in the United States....


  • Marlton, United States Restore Hyper Wellness - RHWM034 Full time

    Benefits: Bonus based on performance Flexible schedule Wellness resources Benefits/Perks A competitive salary plus bonuses Flexible Schedules Casual Dress-code Fun, wellness-focused work environment Company Overview Restore Hyper Wellness is the leading retail provider of alternative health and wellness modalities in the United States. Our goal is to make...


  • Marlton, New Jersey, United States SRS Merchandising Full time

    Job OverviewSRS Merchandising is urgently seeking a Retail Merchandising Representative to join our team. This role involves building relationships with in-store management, acting as a liaison between clients and management, and completing work accurately and in a timely manner.


  • Marlton, New Jersey, United States Heritage-Crystal Clean, LLC Full time

    Company Overview:Heritage-Crystal Clean, LLC is a leading provider of environmental waste services. Our company values diversity, equity, and inclusion, and we strive to reflect the communities and customers that we serve.Job Description:This role involves servicing existing customers, developing new sales leads, and managing administrative tasks while...