Kramer Wealth Managers is seeking an energized and engaged professional individual to grow with our rapidly expanding organization. The Client Relationship Representative is responsible for “owning” the client relationship, driving the process from inception to ongoing value-creation and creating an emotionally-charged experience with the client. We seek a team member who can grow into a strategic contributor and will participate in the evolving demands and opportunities of our organization.
Preference will be given to candidates with demonstrated ability to take initiative, manage deaf, hearing and hard of hearing clients, communicate proactively and effectively, and engage in their role with a positive attitude.

Key Responsibilities Include:
• Primary contact for incoming video phone calls from deaf clients
• Support five Deaf financial advisors in building and maintaining client relationships by assisting with ongoing paperwork and planning details for clients
• Deepen client relationships by understanding client situations, goals, and preferences
• Execute client appreciation initiatives
• Maintain or exceed quality standards for the processing of all client paperwork, data reconciliation, issue tracking and resolution, and service
• Research and resolve direct client inquiries
• Establish and contribute ideas on current firm processes, procedures, and protocols
• Compile and maintain back office records and activities ensuring compliance with applicable regulatory procedures and guidelines
• Generate client reports for review with firm management
• Compile account paperwork for client meetings and reviews
• Other duties as assigned to facilitate overall firm and office operations