Relationship Manager

Overview We are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company’s core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day. As a Relationship Manager, you will work closely with one of the most seasoned advisors on our team where your focus will be keeping that advisor organized and prepared for all client meetings. This includes regular correspondence between you and the client(s) to ensure all requested documents are collected and used in coordination with one of our various software’s. You will also have many key relationships with internal and external support teams. This position also requires client facing meetings where detailed notes and the next steps delegated internally and externally are integral to being successful in this role. This role reports to the “Director of Wealth Management Operations.” Summary Of Duties Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed)Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balancesManaging the advisor’s calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Schedule client and internal preparation meetingsCoordinate asset transfers and rollovers for existing accountsCollaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposalsExecuting money movement transactions at the request of the client and/or financial advisor teamEnter and maintain client information in our CRM and client filesPre-fill account documentation on client accounts and/or documentsEducating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay)Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business teamEnter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisorAssist the financial advisors in implementing their client service modelDeliver white-glove service and maintain long-term client relationshipsRemaining current on all policies, procedures, and new platformsPerform special projects and duties as assigned Candidate Qualifications College DegreeActive Series 7, and Series 66 or Series 63 and Series 65 preferredTwo or more years of industry experience preferred Knowledge/Skills Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive mattersExceptional written and verbal communication skills requiredExceptional client service skillsMust be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platformsCritical thinking, attention to detail and multi-tasking skills requiredPassion for working collaboratively and building long-term client relationshipsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferredDetail orientated with superior organizational skills and ability to prioritizeStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskGoal oriented, self-motivated and results driven Compensation Starting Salary: $70,000/yearBonus Potential: Up to 5% annually based on team goals PLUS an additional up to 10% annually based on individual performance. Benefits 401(k) with matchHealth, Dental & Vision Insurance offeredLong Term DisabilityGenerous paid time offEducation/License/Training ReimbursementBonus potential up to 15% of salary