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conrad siegel

Job SummaryAt 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<ul><li>Execute new accounts, daily transfers, cash flows, and trading</li><li>Assist with the development of financial plans</li><li>Check investment reports</li><li>Address client questions and service requests</li><li>Manage client phone calls and emails</li><li>Maintain a professional and trustworthy relationship with clients</li></ul>Physical RequirementsWhile 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.Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Accounting or Business</li><li>Minimum 2 years of experience in the investment field</li><li>Proficiency in Microsoft Office applications</li><li>Display of superior organization skills with attention to detail</li><li>Excellent written, oral, and interpersonal communication skills</li><li>Ability to complete assignments with minimal supervision</li></ul>Working Hours &amp; ExpectationsThis 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.CompensationConrad 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.Job Type: Full-timePay: $65,000.00 - $75,000.00 per yearBenefits:<ul><li>401(k)</li><li>Health insurance</li></ul>Shift:<ul><li>Day shift</li></ul>Experience:<ul><li>Investment: 2 years (Preferred)</li></ul>Ability to Commute:<ul><li>Harrisburg, PA 17110 (Required)</li></ul>Ability to Relocate:<ul><li>Harrisburg, PA 17110: Relocate before starting work (Required)</li></ul>Work Location: Hybrid remote in Harrisburg, PA 17110

Client Relationship Specialist

Join conrad siegel and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

conrad siegel

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Client Relationship Specialist