Associate, Client Relationship Manager

Duties And Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
• Liaise with custodian partners and internal departments.
• Afford exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
• Adhere to firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices.

Requirements

• Bachelor’s degree.
• Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
• Series 65 or 66 required, or must be attained within timeframe determined by manager.
• Strong attention to detail.
• Exceptional interpersonal and client service skills.
• Superior verbal and written communication skills.
• Able to organize, prioritize, manage multiple tasks and keep team apprised on open items.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
• Able to adapt to a rapidly changing and fast paced business environment.
• Proven ability to operate effectively and work under pressure with tight deadlines.
• Team player and a desire to collaborate with others.

Pay

Starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. Salary Description $65,000 - $75,000