Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Associate Client Relationship Manager supporting service expectations and client experiences in wealth management. Contributes to profitability and trains team members for effective service delivery.
Responsibilities
- Support Firms business objectives and contribute to Markets profitability and revenue growth by ensuring service expectations of clients are met and exceeded
- Proactively manage the client experience across the Market
- Review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
Requirements
- Minimum 3 - 5 years financial services experience preferred
- Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses SIE strongly preferred
- Strong client service and communication skills
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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