Description: Our client is currently seeking a Client Relationship Specialist
** Contract position based out of the Allentown, PA branch. FT M - F 8:30 - 5:00pm ** 100% onsite
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
This job will have the following responsibilities:
Play a critical role in the operational success of this local branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience.
Development and growth are at the core of this role. A clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, client will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals.
What you have:
2+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, client will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
Contact: agiuliano@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
