Company Information
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Company Name: Kramer Wealth Managers
Website: http://www.kramerwealth.com

Job Information
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Job Title: Client Relationship Representative
Job Type: Permanent
Start Date: Flexible
Address:
9099 Ridgefield Drive, Ste 101
Frederick, Maryland. 21701
United States

Job Description:
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



Requirements:
Requirements:
• American Sign Language native-user proficiency level (equivalent to ASL
PI level 4 or greater)
• Familiarity and confidence with Video Phone technology
• Impeccable written and verbal/signed communication skills
• Minimum of three years experience in office or customer service
environment is preferred
• Some knowledge of financial services and operations preferred
• Proficient in Microsoft Office Suite and Adobe Acrobat
• Demonstrated ability to work independently and within a team setting
• Strong aptitude for learning cloud based technology applications
• Experience working in a fast-paced, entrepreneurial environment
• Excellent analytical and problem solving skills
• Empathy, caring and respect for others with the willingness to serve
• High degree of accuracy and attention-to-detail
• Must be energetic, think creatively and have impeccable business ethics
and standards
• Able to complete Series 7, 63 (or 66), and state life and health
insurance licenses within two years




Resume Information
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Applicants should submit the following:: Resume, Cover Letter
Majors Desired:: Business, Liberal Arts

Application Information
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Email application materials to:: lisa@kramerwealth.com