Relationship Manager

Key Responsibilities

• Serve as a key point of contact for clients on any non-administrative requests/needs
• Support relationship management activities
• Develop, implement, and monitor the team's client service model
• Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments
• Engage specialists/partners to address client's needs
• Identify and own the client onboarding and offboarding processes
• Attend client review meetings to assist in re-discovery conversations, capture notes, and follow up in Salesforce
• Monitor and report on client satisfaction and manage the resolution of client escalations

Required Skills/Qualifications

• Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Lead through collaboration and influence without direct authority
• Show thorough knowledge and understanding of the suite of Wealth Management products and services
• Proven ability to manage risk and support sound decisions
• Research escalated client issues for response/resolution

Skills

• Account Management
• Business Acumen
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Identification
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40