8 Client Relationship Specialist Jobs in Franklin, TN
Transcend Practice Management is Hiring a Client Relationship Specialist Near Franklin, TN
- We are honest, caring people. We do the right thing for our clients and consider them friends.
- We are a privately held, independent company and we intend to stay that way.
- Our team may be small, but we specialize in high-net-worth clients. This means we carry a broad range of expertise to provide the utmost in customer service to our clients. You’ll be able to learn from the best across many aspects of the financial services industry.
- Trustworthiness
- Insistent, consistent attention to detail
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Self-motivation, having the ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done
- A long view of the opportunities presented by the firm and the industry overall
- Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
- For example:
- All meeting preparation – from investment updates to financial planning updates
- Input data for new client financial plans
- Make recommendations to systematize and improve office functioning
- Update social media with approved educational content
- For example:
- Engage with clients in a professional, kind, and courteous manner.
- For example:
- Attend all in-office and Zoom client meetings
- Take notes during client meetings
- Conduct check-in calls with clients
- Answer phones in a professional and courteous manner
- Greet clients and respond to their immediate needs
- Demonstrate access to and use of the client portal; conduct client training; troubleshoot issues; give instructions for IRA RMD charitable donations; notify clients of IRA RMDs and give instructions for satisfying requirements; generate and send tax forms
- Organize and plan events for clients and prospects
- For example:
- Intake, screen, organize and process all that you are able, focus your own and the team’s attention on the items that require personal attention, and ensure that all activities are captured, scheduled, and completed.
- For example:
- Follow up on post-meeting tasks, initiating action and monitoring until complete
- Update cost basis information
- For example:
- Stay apprised of client meetings and ongoing activities, keeping up to date on the advisors’ priorities and projects, goals, and timelines and what they want/need to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
- For example:
- Anticipate advisor needs and handle them proactively
- Prepare new account and investment paperwork
- Place trades at the direction of the advisor
- Process money movement requests
- Track planning fees
- Generate client reports; generate Morningstar reports
- Scan client statements, correspondence, and documents
- Data entry of all client personal and financial information
- For example:
- Coordinate the advisors’ calendar availability; appropriately blocking time and coordinating commitments with the team.
- For example:
- Complete projects assigned by senior staff members
- For example:
- BS/BA in finance or business administration is preferred, but not required
- Minimum of three years of experience in the financial services industry required
- Experience in the wealth management or an investment-related industry with emphasis on understanding of the independent wealth management/RIA arena required
- Series 65 is required
- Familiarity with National Financial Services and/or Commonwealth Financial Network desirable
- Superior client service, communication, and relationship management skills
- High level of detail orientation, strong decision making and analytical skills
- Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.) and CRM, for example
- Ability to work simultaneously with multiple programs is required
- Ability to learn and apply new programs quickly and efficiently is required
- Technology-forward
- Problem solver
- Ability to thrive in a fast-paced environment and step in to do whatever needs to be done
- Ability to take direction and follow procedures flawlessly, time after time
- Patience to do repetitive work correctly and accurately – “everything speaks”
- Demonstrated job stability and career progression
- Team player who enjoys working with other and has a servant mindset and positive attitude
#ZR
Job Summary
Full Time
$36k-45k (estimate)
04/05/2024
07/03/2024
The job skills required for Client Relationship Specialist include Customer Service, Commitment, Microsoft Office, Planning, Futures, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Specialist positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist. You can explore the career advancement for a Client Relationship Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Specialist job description and responsibilities
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/22/2022: Melbourne, FL
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
03/28/2022: Springfield, OH
Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
02/14/2022: Bradenton, FL
Analyzing the Client's Situation.
03/16/2022: Tacoma, WA
Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.
03/25/2022: Cleveland, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Specialist jobs
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/04/2022: Boulder, CO
They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
03/29/2022: Davenport, IA
Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.
02/20/2022: Wichita, KS
Verbal and written communication skills to call, email and meet with clients.
03/20/2022: Saint Paul, MN
Negotiation skills when presenting clients with a contract and establishing terms.
04/17/2022: Akron, OH
Step 3: View the best colleges and universities for Client Relationship Specialist.
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