Client Relationship Liaison

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, NJ location.

The primary role of the Client Relationship Liaison 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 and Salesforce (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel, and Word, eMoney and Money Guide Pro Financial Planning software

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.