Client Relationship Manager

Responsibilities

• Establishing and fostering relationships with the firm's clients as the first line of contact
• Working with advisors and helping clients in person, on the phone, over email, and in video conferences
• Aiding the financial advisors with all aspects of managing client accounts, including investments and financial plans
• Scheduling client-advisor meetings and aiding the advisor in preparation for those meetings
• Maintaining a detail-oriented and compliant data filing system
• Providing the first line of client contact through phone calls, email responses, and in-person interactions

Qualifications

• Experience in a financial planning, financial consulting, or insurance office
• A Bachelor's Degree
• A minimum of 2-4 years of proven success in an administrative support function in a financial services setting
• Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
• Familiarity with Salesforce CRM
• Ability to work independently, including the ability to establish and communicate priorities and progress when handling multiple requests concurrently
• Excellent written and oral communication skills
• Ability to handle sensitive information with a high degree of integrity, confidentiality, and accountability
• Ability and willingness to learn new tools and technologies

Benefits

• 401(k) plan
• Profit sharing
• Paid holidays
• Sick & Vacation days