Client Relationship Specialist | West Deptford, New Jersey

Reference Number: DW6033
Location: West Deptford, New Jersey

Judson Group has been retained by a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Client Relationship Specialist. This individual will laterally support the firm’s financial advisors and clients with relationship management, operational tasks, and financial planning. The ideal candidate will have experience managing client relationships and/or working with clients face-to-face. This individual will be expected to deliver unwavering commitment to exceed client expectations.

Responsibilities:

  • Serves as resource for financial advisors in designing a tailored financial analysis or comprehensive financial plan for a client that meets their financial needs and goals.
  • Build and maintain client relationships in partnership with the financial advisors.
  • Monitor asset allocation models and asset rebalancing.
  • Attend meetings held by the financial advisors with clients and prospects.
  • Summarizes client meeting notes and provides recommended planning options with summary and forecast.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Assist in development of marketing materials.
  • Handle incoming client calls and requests including questions, money movement, and distributions.
  • Act as client relationship manager for clients assigned by financial advisors and leadership.

Requirements:

  • BA/BS Degree; CFP or similar designations strongly preferred.
  • 2+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Series 7 license required
  • Strong working knowledge of investment concepts such as asset allocation, retirement plans, equities, fixed income, mutual funds and insurance-based products.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation:

  • Competitive base salary.
  • Bonus potential based on individual goals and company performance.

Location:
West Deptford, New Jersey

Reference Number: DW6033

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