Client Relationship Specialist

Location: Cherry Hill, NJ

Industry: Financial Services

Job Type: Full-Time; Hybrid Remote/Office

Job Functions: Administrative/Support Services, Investment, Financial Planning

About Us:

WealthPilot Financial is a full-service, fee-based financial services practice located in Cherry Hill, New Jersey. Our practice specializes in helping meet the unique and often complex needs of business owners, successful professionals, senior executives, and retirees throughout the country. We implement a financial planning process that helps empower our clients to make informed financial decisions driven by the knowledge that financial independence is not a one-time achievement, it’s an earned opportunity. We have an incredible, experienced, and dedicated staff of professionals who work as a team, bringing our own strengths together to move our clients’ financial situation forward.

The Position:

Our Client Relationship Specialists will deliver world-class service to our high-net-worth clients, while providing support to run a growing, fast-paced, efficient and high-quality results-driven firm. The person in this role will work collaboratively with fellow Client

Relationship Specialists and provide support to our team of financial planners in the areas of financial planning, investments, insurance, marketing, and administration. Attention to detail, strong problem-solving and analytical skills, and meticulous follow through are critical to success in this role.

Role Responsibilities and Tasks:

- Facilitate all forms of client communication and act as a point-of-contact

- Assist clients with answering any questions regarding their accounts, paperwork, distributions, etc.

- Prepare financial professionals for client meetings by having necessary data, reports, analysis, and presentations assembled

- Coordinate the financial planning process within the practice

- Create investment proposals

- Maintain and organize internal investment models

- Update financial planners on servicing items, new business, and the status of projects via CRM

- Assist in new account set up (preparing paperwork, obtaining client signatures, processing, facilitating funding, etc.)

- Assist in preparing and processing client service requests for investments and insurance

- Develop and execute marketing strategies

- Follow defined workflows to ensure completion of items

- Stay up to date with industry trends, investment managers, products and solutions, and platforms

- Manage customer relationship management software (Redtail)

- Others, as needed

Position Requirements:

- Exceptional client service with strong communication skills

- Knowledge of financial services industry (investments, insurance, etc.)

- Undergraduate Degree

- Currently have or willingness to obtain FINRA Series 7, Life & Health Insurance

License

- Goal oriented, self-motivated and results driven

- Strong computer skills, including proficiency in MS Office

- Experience with financial planning software and CRM systems a plus

Important Abilities:

- Problem solving skills

- Organize, prioritize, and handle multiple tasks

- Work under pressure and meet deadlines

- Communicate with co-workers, clients, and various business contacts in a courteous and professional manner

- Utilize resources to find solutions to problems

- Have fun, be engaged, and inspire others in a team environment that enjoys celebrating success

We Offer:

- Salary and Bonus commensurate with experience

- Robust benefits package including Health, Dental and Vision

- 401(k) / Profit Sharing

- Paid Time Off

- Workplace flexibility – hybrid model (in office and remote)

- Supportive and professional environment

- EOE

More information about our practice can be obtained at our website. Please visit www.WealthPilotFinancial.com

Associates of WealthPilot Financial are registered representatives of Lincoln Financial

Advisors, a broker/dealer (Member SIPC) and a registered investment advisor.

WealthPilot Financial is a marketing name used by registered representatives of Lincoln

Financial Advisors Corp.
CRN-5440589-013123

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• Office

Ability to commute/relocate:

• Cherry Hill, NJ 08002: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial Services: 1 year (Preferred)
• Customer relationship management: 1 year (Preferred)
• Microsoft Excel: 4 years (Preferred)

License/Certification:

• Securities Industry Essentials exam (Preferred)

Work Location: Hybrid remote in Cherry Hill, NJ 08002

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