Job Description
Job DescriptionA growing Wealth Management Firm based in Bedford, NH that provides holistic financial planning services, asset allocation recommendations, and investment implementation for high-net-worth individuals and families is looking to hire a Client Relationship Manager. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind. A growing firm with a national client base is looking for the right candidate to work with the team to coordinate all client service activities to deliver the ultimate client experience.
This position is critical to building client advocacy and enduring relationships. This individual will spend the majority of time on client-facing activities so that the financial advisors can focus on client goals.
Responsibilities
•\tSupport the Wealth Management Team by providing excellent customer service, relationship building, prompt follow-up to client issues, and proactive problem-solving.
•\tPrepare client paperwork for upcoming meetings with Wealth Managers
•\tEnsure paperwork is processed timely and accurately to decrease other client communication errors.
•\tProvides Non-Advice Related Support for new and existing clients in person and over the phone.
•\tAct as the primary contact for client service questions, issues, and problem resolution, escalating items to other team members if necessary.
•\tComplete backup duties for other team members, including those from other departments, as needed.
Required Qualifications
•\tMinimum of a bachelor’s degree with two (2) years in a client service role in the finance industry OR Minimum of an Associate’s Degree and four (4)years in a client service role in the finance industry.
•\tFINRA Series 6 and 63.
•\tAbility to multi-task and pivot between tasks throughout the day.
•\tStrong problem-resolution skills.
•\tDetail-oriented with a high degree of accuracy.
•\tExceptional organizational skills: multi-task and follow up with and meet deadlines.
•\tHighly competent computer skills with Excel.
•\tExceptional oral, written, and interpersonal communication skills.
•\tImpeccable ability to maintain confidentiality and integrity.
•\tPositive attitude, personal organization, and the ability to handle a heavy workload.
•\tProfessional appearance and demeanor.
•\tEnergetic, eager to learn, and willing to cooperate.
Preferred Qualifications
•\tFINRA Series 7 and 63.
•\tExperience with database software Redtail.
•\tExperience with database software Albridge.
Benefits
•\tCompetitive Compensation
•\tPositive, supportive work environment
•\tBenefits package includes medical, dental, Long/Short term disability, FSA and dependent FSA, 401(k) with profit sharing, vacation time, and professional development budget.