Client Relationship Specialist

Client Relationship Specialist

About Us:

Join Chemistry Wealth Management's dynamic team, committed to fostering a culture of trust, excellence, ownership, and kindness, all directed towards a positive impact on those we serve. Embracing collaboration, growth, and a shared purpose, we actively encourage continuous personal and professional development, contributing not only to our clients' financial well-being but also to the unique strength of our diversified team. If you are passionate about making a positive impact and value ongoing growth, we eagerly await your application to be part of our exceptional team.

Role Overview:

As a Client Relationship Specialist, you will play a pivotal role in our mission to improve the financial lives of our clients and build lasting relationships. This role is the first point of contact for our company, crucial in delivering an exceptional client experience that stimulates client advocacy.

Responsibilities:

1. Relationship Building:

· Develop and nurture meaningful, long-term relationships by promptly resolving queries, requests, and issues, ensuring a seamless experience that minimizes stress and anxiety for all parties involved.

· Provide direct, positive, and personalized service to make clients feel valued and appreciated for entrusting their financial lives with us.

· Strive to exceed client expectations at every interaction, contributing to a culture of client advocacy.

2. Client Service Management:

· Collaborate closely with advisors to manage, maintain, and adapt a systematic client service system that actively engages advisors with clients.

· Implement service-oriented duties, including assisting clients with account applications, facilitating administrative service requests, and ensuring seamless transactions.

3. Administrative Support:

· Act as a client liaison to other team members, ensuring a high level of assistance is provided to clients and that outstanding opportunities are always met.

· Provide backup assistance for team members and perform various administrative duties for all areas of business as needed.

4. Operational Coordination:

· Schedule and maintain appointment calendars for advisors as needed.

· Coordinate with the financial planning analyst to obtain and prepare all reports for client meetings.

· Prepare pre- and post-meeting summaries for advisors on issues of note.

· Set up, process, retire, and archive client records, including tracking of all contact and maintaining official records.

5. Client Engagement:

· Maintain positive Client Relationships by coordinating appropriate birthday, holiday, and special occasion cards and greetings.

· Perform tasks as assigned in a timely and accurate manner.

Key Traits of a Successful Candidate:

· Detail-oriented, organized, and methodical.

· Effective and efficient time management.

· Ability to multitask and manage multiple projects.

· Polite and clear phone manner.

· Strong desire to help people and improve their lives.

· Familiarity with personal financial products and/or the financial industry.

· Comfortable picking up new skills, learning, and navigating new technology and software applications in a fast-paced, changing environment.

· A self-starter who is assertive, proactive, independent, flexible, and accommodating.

· Ability to work with minimal supervision independently and responsibly.

· A team player willing to help support and build upon the core values, vision, and mission statement of the team.

· Positive attitude and sincere willingness to constantly learn and grow.

Qualifications:

· College degree or higher.

· 3+ years of experience in a similar capacity.

If you are ready to be an integral part of a growing team dedicated to making a positive impact, we invite you to apply. Join us in continuously growing, improving, and enhancing how we serve the needs of others.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 3 years

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• New York, NY 10006: Relocate before starting work (Required)

Work Location: In person