Wealth Client Relationship Manager I

JOB SUMMARY

The Wealth Client Relationship Manager I supports a Wealth Advisor and coordinates the on-boarding and servicing of Seacoast Wealth Management relationships. This role works closely with all partners of the Wealth Management team and other lines of business within the Bank.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, financial planning organization, and overall practice management.
• Perform general maintenance and follow-up on pending issues.
• Communicate with clients via telephone, face-to-face, and written correspondence, using the highest level of service and compliance standards.
• Provide marketing support in the form of prospecting, seminars, client reporting, and other sales efforts as required by the Wealth Advisor.
• Aid in CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
• Manage team logistics and ensure requested tasks are handled by team members.
• Understand governing instruments of clients to comprehend terms, responsibilities, and duties of the company.
• Manage multiple tasks with a high degree of accuracy.
• Demonstrate a high level of emotional intelligence.
• Maintain client and prospect confidentiality at all times.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE

• A High School Diploma or equivalent required.
• 5 years of experience in the financial services industry, preferably with investment management support, or a bachelor’s degree in Finance, business, or a related field.
• Excellent communication (written and verbal) and interpersonal skills.
• Ability to work independently and exercise a high degree of initiative.
• PC proficiency in Desktop, Laptop, Tablet, and Smartphone devices, as well as Microsoft Office Suite software.