Job description

About us

Based in Fort Mill, SC, Financial Resources Group is LPL Financial’s largest enterprise*, providing customized services to financial advisors and financial institutions to help them grow their programs and practices. Representatives are registered through LPL Financial as their broker-dealer. For more information on Financial Resources Group, visit https://www.financialresourcesgroup.net

*Based on assets (brokerage and advisory), total revenue and affiliated professionals as of December 2022.

Relationship Specialist Job Overview:

Working within a financial institution or with a program office, the Relationship Specialist supports the program by supporting the program management and Financial Consultants. This role is an exciting fast-paced administrative, client-facing position; the ideal candidate must maintain consistent and effective communication between the management and the Financial Consultants, to guarantee progress towards common goals.

Duties and Responsibilities:

• Manage related client information including identifying, investigating and establishing affiliates and maintaining accuracy of client relationships as they apply to various financial data and reporting systems
• Assist with new client onboarding process
• Help coordinate submission of marketing materials to Institution Compliance & LPL Marketing Regulatory Review
• Help coordinate marketing events associated with the institution or program
• Track key customer demographics for institution to help management determine best practices and products for location
• Produce reports for management and Financial Consultants based on program data, client data and/or regional data, gathered from multiple sources to track key customer demographics for institution to help management determine best practices and products for location
• Answer phones, check messages
• Assist with scheduling appointments and preparation of client paperwork and presentations

Skills and Specifications:

• Strong communication and interpersonal skills, both written and verbal. Able to effectively present to and communicate with management and other team members
• Superior customer service and attention to detail
• Proactive, dependable, hardworking and flexible
• Demonstrate commitment to accuracy and quality while meeting goals or deadlines
• Ability to prioritize workload and perform multiple tasks
• Self-directed and able to work within a team to expedite completion of critical projects with other functional groups
• Ability to work well in a fast-paced, deadline-driven setting
• Strong administrative, organizational, and project management skills
• Ability to negotiate with clients and partners while maintaining positive relationships
• Excellent document interpretation and analytical skills
• Must be proficient in MS Office
• Must be able to pass a thorough background and credit check, as well as fingerprint approval process as required by FINRA and LPL Financial

Experience:

• Minimum of 1 year in customer service, project management or extensive multi-person support
• Additional compensation is available with experience and/or obtaining applicable registration credentials

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Laredo, TX 78040: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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