Client Relationship Specialist

About Investment Partners!

With more than 25 years in business and five physical locations in Ohio, Investment Partners, LTD is a wealth management organization with a seasoned team of professionals looking for a client relationship specialist to join our growing team.

Job Summary

The Client Relationship Specialist is responsible providing a professional experience that supports the advisor-client relationship and promotes the firm’s reputation within our marketplace. Paramount to this is providing detail-oriented client service work with exacting standards. It will require independent problem-solving skills from someone who accepts the challenge to work in a demanding, fast-paced environment without sacrificing any standard of accuracy. The specialist must be passionate about helping to support an already evolving wealth management practice and understands their role is vitally important to the success of the clients and the firm.

Requirements

• Process and proof all client paperwork quickly and efficiently with a focus on accuracy.
• Manage client communication strategy through electronic, written, and phone.
• Personally connect with clients so they sense the professionalism & passion of the team.
• Proactively manage multiple advisors’ calendars and schedule client meetings.
• Manage client relationship software and online documentation management software.
• Welcome physical guests into the office.
• Assist advisors with ongoing retirement plan meeting preparation.
• Assist with file maintenance and compliance recordkeeping including tracking licensing requirements.
• Process check deposits, issue checks, EFT’s, wire processing, submit transfers & follow-up.
• Maintain required recordkeeping logs.
• Coordinate pension issues with third party administrator.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Qualifications

• Attention to detail is essential.
• BA or BS in financial, business, or related field.
• Experience working in the financial industry.
• Willing to obtain FINRA Series 7 Registration.
• Capability to work independently and solve any problems that may arise efficiently.
• Excellent communication and people skills.
• Sophisticated organizational skills with both physical and nonphysical resources.
• Ability to proofread & quality check own work & work of others.
• Proficiency on back-office systems.
• Unwavering ethics, confidentiality, and an orientation to put the client first
• Ability to regularly required to talk, hear, and sit for long periods. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

Benefits

Advancement

• Expectations defined by achievement of competency-based goals. Advancement to the next position is based on associate’s ability to demonstrate technical expertise and a good understanding of the service processes used by the team. Advancement also signals the ability to work as a member of the service team and a willingness to embrace the efforts and policies of the firm.

How to Apply

• Apply with professional resume to Job Posting. Questions may be directed to Michaela Huffman via email michaela.huffman@reacpa.com. 5400 Frantz Rd, Suite 200 Dublin, OH 43016

*The position is for Investment Partners LTD. Rea & Associates and Investment Partners LTD. have an affiliate relationship and Rea handles the recruiting for Investment Partners LTD.

Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.

Rea & Associates does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can b