Client Relationship Specialist Job at Robert Half (Chicago)

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive 'can-do' attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
fast-track career advancement opportunity
company 401(k) plan

Client Specialist

About Us Talbots is a leading omni-channel specialty retailer of women's clothi...

Location

United States , Stratham

Salary:

Not provided

Ann Taylor

Expiration Date

Until further notice

Requirements

Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Have open availability of 20 – 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Professionally represent the brand image

What we offer

Incentive Opportunities
Comprehensive benefits packages accessible to both full time and eligible part time employees
50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Referral Incentive Program, discounts on travel, shopping, concerts and more

Parttime

Client Specialist Key

Location

United States , Cherry Hill

Salary:

16.92 - 21.15 USD / Hour

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele
Possesses a strong ambition and passion for achieving goals
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Available at least (20) hours per week
Able to work a flexible schedule including evenings, weekends, and holidays

What we offer

Incentive Opportunities
Comprehensive benefits packages
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Referral Incentive Program
discounts on travel, shopping, concerts and more.

Parttime

Client Specialist Key

Location

United States , Hattiesburg

Salary:

Not provided

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Available at least (20) hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store
Professionally represent the brand image

What we offer

Incentive Opportunities
Comprehensive benefits packages accessible to both full time and eligible part time employees
50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Referral Incentive Program
discounts on travel, shopping, concerts and more

Parttime

Client Specialist Key

Location

United States , Nashua

Salary:

Not provided

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.

What we offer

Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.

Parttime

Client Specialist Key-Park Plaza Mall

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes ...

Location

United States , Little Rock

Salary:

Not provided

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Available at least (20) hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store
Professionally represent the brand image

What we offer

Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more

Parttime

Client Specialist Key

Location

United States , Pittsford

Salary:

17.00 - 21.25 USD / Hour

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Available at least (20) hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store
Professionally represent the brand image

What we offer

Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more

Parttime

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