What are the responsibilities and job description for the Client Relations Specialist position at JT Stratford Investment Advisors?
Client Relations Specialist
JT Stratford Investment Advisors (JTS) has a job opening for a Client Relations Specialist (CRS) for our office located in Gainesville, Georgia. Our Firm has been advising clients since 1995 and we have the pleasure of serving over 850 clients nationwide. Our firm was built around service, and the CRS role is essential to service delivery.
The CRS manages the day-to-day office functions including answering phone calls, emails, scheduling meetings, assisting with preparation of documents for client meetings and serving our clients to ensure they have a pleasurable experience interacting with JTS.
Duties and responsibilities:
- General administrative duties including scanning, filing and organizing forms and documents in our digital filing system
- Basic financial functions
- Scanning, filing and organizing forms and documents in our digital filing system
- Create professional quality client memos, letters and emails
- Assist our team with the management of routine client requests
- Schedule client meetings; ensuring the investment advisor is prepared for those meetings including generating and printing materials
- Assist the operations team with on-demand tasks, special projects, general accounting and financial functions, and client reporting
- Cultivate professional relationships with clients, listening carefully to their needs and act accordingly and always providing the best service possible
- Proactively help to resolve client questions and concerns in a timely, professional, and positive manner, escalating issues to the next level of authority when needed
- Maintain detailed, accurate records of all cashiering transactions, including deposits, disbursement request, disbursements, blotter entry and maintenance, account paperwork, and other pertinent information
- Display a high degree of integrity, trustworthiness, and professionalism internally and client facing
- Assist with marketing projects, social media posts, and events planning
- Bring a positive outlook, team player mentality, and a can-do attitude daily to the Firm
Qualifications:
- Associates degree or comparable job experience considered
- Bachelor's degree highly preferred
- 1 year experience interacting with people in a role requiring customer service skills, demonstrated through work and/or education, required
- Experienced in Microsoft Office, specifically Excel, Word, and Outlook.
- Experience with CRM systems and ability to adapt to and use different technology and software.
- Excellent verbal, written and interpersonal communication skills.
- Strong organizational skills and attention to detail.
- Being able to work alone and with a team.
- Ability to multitask and prioritize within tight deadlines.
Benefits:
- Free health care insurance
- Free dental car insurance
- Free life insurance, short-term and long-term disability
- Strong paid time off policy
- 9 paid holidays
JT Stratford is an equal opportunity employer.
Job Type: Full-time
Pay: $18.00 - $21.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- Gainesville, GA 30501: Reliably commute or planning to relocate before starting work (Required)
Education:
- High school or equivalent (Preferred)
Experience:
- CUSTOMER SERVICE: 1 year (Preferred)
Work Location: One location