Relationship Specialist Job Overview:
Working within a financial institution or with a program office, the Relationship Specialist supports the program by supporting the program management and Financial Consultants. This role is an exciting fast-paced administrative, client-facing position; the ideal candidate must maintain consistent and effective communication between the management and the Financial Consultants, to guarantee progress towards common goals.
Duties and Responsibilities:
- Manage related client information including identifying, investigating and establishing affiliates and maintaining accuracy of client relationships as they apply to various financial data and reporting systems
- Assist with new client onboarding process
- Help coordinate submission of marketing materials to Institution Compliance & LPL Marketing Regulatory Review
- Help coordinate marketing events associated with the institution or program
- Track key customer demographics for institution to help management determine best practices and products for location
- Produce reports for management and Financial Consultants based on program data, client data and/or regional data, gathered from multiple sources to track key customer demographics for institution to help management determine best practices and products for location
- Answer phones, check messages
- Assist with scheduling appointments and preparation of client paperwork and presentations
Required Skills and Experience:
- Minimum of 2 years of experience in customer service, project management, or extensive multi-person support
- Minimum of 1 year of experience in the financial and/or investment banking industry (preferred)
- Additional compensation is available with experience and/or obtaining applicable registration credentials
- Strong communication and interpersonal skills, both written and verbal. Able to effectively present to and communicate with management and other team members
- Superior customer service and attention to detail
- Proactive, dependable, hardworking and flexible
- Demonstrate commitment to accuracy and quality while meeting goals or deadlines
- Ability to prioritize workload and perform multiple tasks
- Self-directed and able to work within a team to expedite completion of critical projects with other functional groups
- Ability to work well in a fast-paced, deadline-driven setting
- Strong administrative, organizational, and project management skills
- Ability to negotiate with clients and partners while maintaining positive relationships
- Excellent document interpretation and analytical skills
- Must be proficient in MS Office
- Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA and LPL Financial
About us
Based in Fort Mill, SC, Financial Resources Group is LPL Financial's largest enterprise*, providing customized services to financial advisors and financial institutions to help them grow their programs and practices. Representatives are registered through LPL Financial as their broker-dealer. For more information on Financial Resources Group, visit https://www.financialresourcesgroup.net
*Based on assets (brokerage and advisory), total revenue and affiliated professionals as of December 2022.
Job Type: Full-time
Pay: $26.50 - $28.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Vision insurance
Experience level:
Shift:
Weekly day range:
Work setting:
Experience:
- investment and/or banking: 1 year (Preferred)
- financial services: 1 year (Preferred)
Work Location: One location