Client Relationship Specialist

Conrad Siegel; Harrisburg (Dauphin County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible schedule

Benefits package

Retirement plan

Job summary

Conrad Siegel seeks a Client Relationship Specialist to support high net worth clients. The role partners with investment consultants, executes accounts and transfers, prepares financial plans, and maintains professional client relationships. The ideal candidate holds a Finance/Accounting degree, at least two years in investments, and excels in communication and organization.

The position is full-time, hybrid (in-office and remote work), with a competitive salary and comprehensive benefits.

Qualifications

• Bachelor's degree in Finance, Accounting or Business.
• Minimum 2 years of experience in the investment field.
• Excellent written, oral, and interpersonal communication skills.
• Display superior organization skills with attention to detail.
• Ability to complete assignments with minimal supervision.
• Self-starter and motivated with the ability to work independently.

Responsibilities

• Execute new accounts, daily transfers, cash flows, and trading.
• Assist with the development of financial plans.
• Check investment reports.
• Address client questions and service requests.
• Manage client phone calls and emails.
• Maintain a professional and trustworthy relationship with clients.

Job description

At Conrad Siegel, the qualified candidate is a motivated, self-starter who displays a history of strong academic performance allowing them to complete all job responsibilities independently and with merit. Client Relationship Specialists report to multiple investment consultants and provide service to high net worth individuals. The Client Relationship Specialist is responsible for upholding an exceptional quality of service while addressing client questions and service requests.

Job Responsibilities

• Execute new accounts, daily transfers, cash flows, and trading


• Assist with the development of financial plans


• Check investment reports


• Address client questions and service requests


• Manage client phone calls and emails


• Maintain a professional and trustworthy relationship with clients

Qualifications

• Bachelor’s degree in Finance, Accounting or Business


• Minimum 2 years of experience in the investment field


• Proficiency in Microsoft Office applications


• Display of superior organization skills with attention to detail


• Excellent written, oral, and interpersonal communication skills


• Ability to complete assignments with minimal supervision

This position is full-time exempt and requires an average of 40 hours per week. The position is hybrid, in office expectations and work from home flexibility.

Physical Requirements

While performing the responsibilities of this job, the employee must be able to sit for several hours at a time. The employee is regularly required to operate a computer and telephone. Work environment includes an indoor office with uniform temperatures.

Compensation

Conrad Siegel offers a competitive salary that is commensurate with education and experience. We recognize the value of a work-life balance and provide a liberal flex-time policy, comprehensive benefits package, and retirement plan.