Client Relations Specialist

CAMA SELF DIRECTED IRA LLC; Ambler (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Job summary

CAMA SELF DIRECTED IRA LLC seeks a Client Relations Specialist to enhance client engagement and develop relationships with investment providers. This role involves responding to inquiries, assisting with account openings, and networking at events. Candidates should have a Bachelor's degree and experience in financial services is a plus.

Benefits

401(k)

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Paid time off

Profit sharing

Training & development

Vision insurance

Qualifications

• Ideal candidate must be energetic, organized, outgoing.
• Experience in financial services and relationship building preferred.
• Solid knowledge of Microsoft software required.

Responsibilities

• Developing and maintaining relationships with investment product providers.
• Answering prospective client inquiries.
• Assisting in opening new accounts.

Skills

Communication Skills

Relationship Building

Organizational Skills

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Benefits:

401(k)

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Vision insurance

Job Description: Client Relations Specialist

CamaPlan is a self-directed IRA/401k administrator focused on educating clients and partners about investing in alternative assets through self-directed qualified retirement plans. The Client Relations Specialists reports directly to the Director of Operations and is responsible for developing and maintaining relationships with investment product providers. CamaPlan will assist and train the new employee on our industry.

Requirements:

· Ideal candidate must be energetic, organized, outgoing, with excellent communication skills (written and verbal) and relationship building skills.

· Experience in financial services, banking, accounting, finance, and real estate a plus.

· Bachelor's and prior work experience a plus.

· Solid knowledge of Microsoft software, excel, word, outlook.

· Specific experience with retirement plans, retirement investing and IRS retirement compliance a plus.

Responsibilities:

· Developing and maintaining relationships with investment product providers.

· Answering prospective client inquiries.

· Assist in the opening of new accounts.

· Making presentations and networking at investor events.

· Reaching out to potential customers via phone and/or email.

· Research and resolve problems and complaints. Participate in team projects.

· Cross-train to back up co-workers. Continuous communication with internal departments such as Accounting, Operations and Compliance.

Success Factors:

· Expansion of new clients and/or asset providers.

· Favorable customer experience.