Client Relations Specialist
Job Description
Job Description
Title: Client Relations Specialist - Private Client Group
Joyal Capital Management, LLC is a very successful boutique financial firm serving the high net worth space for nearly 40 years. Our firm is very unique and because of this we look to recruit atypical human capital.
Due to significant growth and expansion, Joyal Capital Management, LLC is looking for an individual to complement our Private Client Group. The successful candidate must be proficient in all Microsoft programs, detail oriented, diligent and have a very high personal work product standard.
Job Description:
• Assist other team members with client files when necessary
• Assist the executive team in estate planning preparation
• Complete the Estate Analysis Financial and or Business Analysis for Executive Team
• Prepare client presentations including but not limited to power point presentations, estate planning binders and personal financial statements
• Attend client meetings/conference calls when available or as needed
• Research existing client file for updates and accuracy
• Cross reference legal designs with current legal documents
• Contact the drafting Attorney for additional updates
• Contact insurance carriers for updated values in-force illustrations
• Contact the JCM client and/or advisors for updates to Personal Financial Statements
• First line point of contact for client relationship servicing issues
• Process, follow up and maintenance of retitling of client assets
In this position, having the right personality to succeed at JCM will be more relevant than prior experience. Sufficient training will be available for the individual who assumes this role. Also, for the right person, this opportunity will lead to a direct client-facing role, where the incumbent will have direct access to higher net worth clients
This is a great opportunity for the right candidate which also has growth potential within the organization.
Recommended Jobs
Manager, Production
Description: The TSUBAKI name is synonymous with excellence in quality, dependability and customer service. U.S. Tsubaki Automotive, LLC is an international tier-one supplier of high-speed chain driv…
Tax Manager
The PCS Tax Manager is responsible for providing tax and consulting services to our high-net-worth clients as well as managing, developing and growing the local Private Client Services practice. J…
Seamstress
Job Description Job Description Busy trade only drapery workroom looking for a part time employees. Must have knowledge of industrial sewing machines, ability to hand sew, measure and cut fabr…
Sr Market Business Partner
Kforce is a solutions firm specializing in technology, finance & accounting, and professional staffing services. Each year, we help more than 30,000 people find work. We partner with more than 3,000 c…
Postdoctoral Fellowship in Political Science
Position description The Davis Center Postdoctoral Fellowship program offers comprehensive research, training and professional development opportunities for scholars advancing their careers in poli…
Full Time Internal Medicine Job MA
Dorchester is a Boston neighborhood comprising more than 6 square miles in the City of Boston, Massachusetts. Rich in history and cultural diversity, Dorchester, Massachusetts offers physicians the ch…
Industrial Sales Regional Account Manager in Northeast Territory
Job Description Job Description Regional Account Manager (industrial sales) Northeast Territory: CT, DE, KY, MA, MD, ME, NH, NJ, NY, PA, RI, VA, VT and WV An established manufacturer of hig…
Marketing Data Analyst II
Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live even…
Cashier
Position Title: Cashier Department: Front End Supervisor: Front End Manager FLSA: Full-Time/Part Time, Hourly, 6-8 Hour Shift, Union Restaurant Depot is a wholesale cash-and-carry foods…
Demand Planner and Inventory Control
Demand Planner and Inventory Control Location New Bedford, MA : WE ARE A PRODUCT COMPANY. WE ARE A PROCESS COMPANY. ABOVE ALL, WE ARE A PEOPLE COMPANY. The history of the Acushnet Company is t…