Client Relationship Specialist- Private Wealth

Joyal Capital Management, LLC; Plymouth (MA); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Joyal Capital Management, LLC in Plymouth, MA seeks a Client Relations Specialist for its Private Client Group to support estate planning preparation, client file maintenance, and presentation development. The role emphasizes high attention to detail, proficiency with Microsoft Office, and responsive client service to a high net worth client base.

For the right person, the opportunity offers growth within the firm, training, and potential progression toward direct client-facing responsibilities

Qualifications

• Proficiency with Microsoft Office Suite required.
• Strong attention to detail and high personal work product standard.
• Experience in client service for high net worth individuals is a plus.
• Experience with estate planning documents is a plus.

Responsabilités

• Assist other team members with client files when necessary
• Assist the executive team in estate planning preparation
• Complete the Estate Analysis Financial and/or Business Analysis for Executive Team
• Prepare client presentations including PowerPoint presentations, estate planning binders and personal financial statements
• Attend client meetings/conference calls when available or needed
• Research existing client files for updates and accuracy
• Cross reference legal designs with current legal documents
• Contact the drafting Attorney for updates
• Contact insurance carriers for updated values in-force illustrations
• Contact the JCM client and/or advisors for updates to Personal Financial Statements
• First line contact for client relationship servicing issues
• Process, follow up and maintenance of retitling of client assets

Connaissances

Microsoft Office

Attention to detail

Client service

Estate planning support

Presentation prep

Description du poste

Title: Client Relations Specialist- Private Client Group

Joyal Capital Management, LLC is a very successful boutique financial firm serving the high net worth space for nearly 40 years. Our firm is very unique and because of this we look to recruit atypical human capital.

Due to significant growth and expansion, Joyal Capital Management, LLC is looking for an individual to complement our Private Client Group. The successful candidate must be proficient in all Microsoft programs, detail oriented, diligent and have a very high personal work product standard.

Job Description:

• Assist other team members with client files when necessary
• Assist the executive team in estate planning preparation
• Complete the Estate Analysis Financial and or Business Analysis for Executive Team
• Prepare client presentations including but not limited to power point presentations, estate planning binders and personal financial statements
• Attend client meetings/conference calls when available or as needed
• Research existing client file for updates and accuracy
• Cross reference legal designs with current legal documents
• Contact the drafting Attorney for additional updates
• Contact insurance carriers for updated values in-force illustrations
• Contact the JCM client and/or advisors for updates to Personal Financial Statements
• First line point of contact for client relationship servicing issues
• Process, follow up and maintenance of retitling of client assets

In this position, having the right personality to succeed at JCM will be more relevant than prior experience. Sufficient training will be available for the individual who assumes this role. Also, for the right person, this opportunity will lead to a direct client-facing role, where the incumbent will have direct access to higher net worth clients

This is a great opportunity for the right candidate which also has growth potential within the organization.