- Client Experience - Contribute to and help shape the delivery of premier service that meets or exceeds client expectations. Assist with addressing clients' problems, questions and concerns with accuracy, thoroughness, and within specified time frames. Over time, develop a deep understanding of industry products, practices and services and use this knowledge to continually enhance the level of service to clients as well as the operational effectiveness of the business. Monitor and continually be aware of how our current processes are meeting our standards of excellence, identifying areas in need of enhancement, and making suggestions to ensure we are deploying best practices in our overall service delivery.
- Meeting Preparation & Follow-up – Contribute to preparing Wealth Advisors for meetings including completing forms/paperwork, assembling required data & performance reports, presentations, financial plans and investment reviews or recommendations in accordance with our meeting preparation process and organized well in advance of client meetings. Responsible for follow-up on assigned action items that result from client meetings and ensuring they are updated in our CRM workflow system.
- Investment Implementation & New Accounts – Prepare necessary paperwork, review all documents, obtain client signatures to open new accounts, complete account transfers, and shepherd through the necessary channels for approval and account opening/underwriting. Track and manage account funding process including all transfers and rollovers.
- Account Maintenance – Initiate and follow through on distributions & deposits, change of address, 401K rollovers, estate administration processing, registration changes, RMD monitoring, and other account matters.
- Workflow Tracking - Assist with monitoring workflow and maintaining reports relating to task assignment and completion. Use of CRM system to manage and monitor status of tasks.
- Problem Resolution - Proactively resolve client concerns and issues in a professional and efficient manner. Collaborate with other team members to address complex client matters.
- Compliance – Ensure compliance with internal and government regulatory as part of our day -to-day operational practices.
- Financial Planning - Work with our financial planning software (eMoney) entering data on client cases and learning how to navigate through the software, prepare reports, fix connection problems for clients and learn the extensive capabilities of this robust financial planning tool.
- Investment Management - Assist with specific projects in the evaluation of a current portfolio, new portfolio construction and proposal development. Gather case background information and existing holdings to provide to third-party investment management partners. Assist with distribution strategies and implementation, including IRA distributions to meet Required Minimum Distributions ("RMD").
- Team Collaboration: Collaborate with other team members and participate in team meetings contributing to overall team success.
- 2-3 years previous work experience in the financial services industry or, ideally, in a similar or related role.
- Bachelor's degree, preferred in Business, Accounting, Economics or Finance preferred. GPA considered in addition to work experience.
- Strong technology proficiency with Microsoft Suite (Excel, Word), databases, and ability to learn quickly, including our CRM database, financial planning software, performance and account aggregation applications, investment and custodial platforms and portfolio management software.
-
Customer Service Representative
16 hours ago
Nickett Landscaping Doylestown, United States**Responsibilites**: · - Professional communication skills ( phone, interpersonal, written, verbal, etc.) · - Computer skill, including typing, Excel and Word at a proficient level · - Professional customer service skills · - Positive upbeat attitude in all situations · - Time ma ...
-
Insurance Customer Service Representative
3 weeks ago
DEVLIN INSURANCE AGENCY Doylestown, United StatesWe are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best CSR ...
-
Customer Service Representative
1 week ago
Vaco Doylestown, United StatesCustomer Service Representative (Temporary) · $19.00-$20.00/hr. · Responsibilities:Inbound calls, emails, processing · Answer telephone · Learn the basics of Accounting System-Great Plains, MS Suite to look up tracking and orders · Mailing invoices · Data Entry for other departme ...
-
Customer Service Representative
4 weeks ago
PeopleShare Inc Doylestown, United StatesPeopleShare has an exciting opportunity for a REMOTE Customer Service Representative · **MUST RESIDE IN BUCKS COUNTY OR PHILADELPHIA PENNSYLVANIA** · What's in it for you as a Customer Service Representative? · Pay rate: $20.00/HR · Weekly Pay · 100% remote, equipment provided ...
-
Customer Service Representative
1 week ago
Vaco Doylestown, United StatesCustomer Service Representative (Temporary) · $19.00-$20.00/hr. · Responsibilities:Inbound calls, emails, processing · Answer telephone · Learn the basics of Accounting System-Great Plains, MS Suite to look up tracking and orders · Mailing invoices · Data Entry for other dep ...
-
Pre-Service Representative
2 weeks ago
Doylestown Health Doylestown, United States Part timeSchedule and pre-register outpatients in a manner that will result in positive patient relations and prompt reimbursement for the facility's services. ESSENTIAL FUNCTIONS: Schedule patient appointments. Complete an accurate pre-registration. Verify p Patient Access, Part Time, Re ...
-
Customer Service Representative
2 weeks ago
Penn Community Bank Doylestown, United StatesCustomer Service Representative - Doylestown Job Locations · US-PA-Doylestown Job ID · of Openings · 1 · Category Retail Network · Overview · To promote a positive image of the Bank through sale of appropriate products and services while performing transactions necessary to meet ...
-
Sales and Service Representative
2 weeks ago
Meridian Bank Doylestown, United States**Sales and Service Representative** · Job Type: Full Time Location: Doylestown, PA Department: Retail Banking Position Summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other depa ...
-
Client Services Representative
1 week ago
Atlantic Group Doylestown, United StatesWe're looking for an experienced Client Services professional to join our client's wealth management firm in Doylestown. This is a hybrid role. · Job Description: · Key Responsibilities: · Client Experience - Contribute to and help shape the delivery of premier service that me ...
-
Pre-Service Representative
3 weeks ago
Doylestown Health Doylestown, United States Part timeJob Description:PURPOSE OF JOB : Schedule and pre-register outpatients in a manner that will result in positive patient relations and prompt reimbursement for the facility's services. · ESSENTIAL FUNCTIONS : · Schedule patient appointments. · Complete an accurate pre-registrati ...
-
Floating Customer Service Representative
4 weeks ago
Penn Community Bank Doylestown, United StatesOverview: · To promote a positive image of the Bank through sale of appropriate products and services while performing transactions necessary to meet customer needs. Responsible for serving the banks customers from the teller line by processing a variety of transactions while fo ...
-
Part Time Teller, Doylestown, PA
1 week ago
Santander Holdings USA Inc Doylestown, United States Part timePart Time Teller, Doylestown, PADoylestown, United States of AmericaUSA Job Family Description: Acts as first point of contact for consumer and small- to medium-sized clients. Assists clients with resolving product, service or billing issues, opening or closing accounts, processi ...
-
Relationship Banker, Doylestown, PA
1 week ago
Santander Holdings USA Inc Doylestown, United States Full timeRelationship Banker, Doylestown, PADoylestown, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business ...
-
Automotive Parts Counterperson
3 weeks ago
Bucks County Imports Inc Doylestown, United States**Join Fred Beans Automotive Group, voted Best Places to Work 5 years running and Healthiest Employers for 2021 and 2022** · **Fred Beans Family of Dealerships is currently looking for a Parts **Counterperson in Doylestown PA**** · **The Parts Counterperson will assist internal c ...
-
Activities Aide
3 weeks ago
Wesley Enhanced Living Doylestown, United StatesOverview: · Wesley Enhanced Living Doylestown is hiring an **Activities Aide** This position is a **part-time **opportunity that allows one to expand on their creativity. The perk is having fun at work, so come see why WEL is ranked #5 in the nation on the 2023 Fortune Best Workp ...
-
Safe House Manager
3 weeks ago
A Woman's Place Doylestown, United StatesA Woman's Place (AWP) is seeking an individual who embodies our values of courage, creativity, equality, integrity, respect, and social justice for our open Full-Time Safe House Manager position. This person would have the opportunity to be a strong leader for our safe housing pr ...
-
Correctional Case Manager
2 weeks ago
Bucks County Department of Corrections Doylestown, United StatesYOU MUST APPLY ON THE COUNTY WEBSITE BEFORE 4/26/24 2:00PM TO BE CONSIDERED FOR THE POSITION AT: · ***: · Provides a variety of case management services to inmates confined at the Bucks County Department of Corrections. · **ESSENTIAL DUTIES AND RESPONSIBILITIES include the follow ...
-
Genetic Counseling Asst
2 weeks ago
Doylestown Health Doylestown, United StatesJob Detail · - **Job Title**: · - Genetic Counseling Asst- **Req**: · **Location**: · - Pavilion (attached to hospital)- **Department**: · - Cancer Services- **Schedule**: · - 730am-400pmPURPOSE OF JOB: The Genetic Counselor Assistant is responsible to support the GC and other cl ...
-
Call Center Representative
1 day ago
Fred Beans Management Company Inc Doylestown, United States**Fred Beans Automotive of Doylestown is Hiring Immediately for a Call Center Representative** · Join Fred Beans Automotive Group, voted Best Places to Work 5 years running and Healthiest Employers for 2021 and 2022 · The Call Center Representative will process incoming and outgo ...
-
Call Center Representative
16 hours ago
Fred Beans Automotive Doylestown, United StatesFred Beans Automotive is Hiring a Call Center Representative · Join Fred Beans Automotive Group, voted Best Places to Work 5 years running and Healthiest Employers for 2021 and 2022 · The Call Center Representative will process incoming and outgoing scripted calls to customers, f ...
Client Services Representative - Doylestown, United States - Atlantic Group
Description
We're looking for an experienced Client Services professional to join our client's wealth management firm in Doylestown. This is a hybrid role.
Job Description:
Key Responsibilities:
Education and Skill Requirements: