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Relationship Manager
Job Overview: As a Client Relationship Specialist, you will be at the forefront of delivering exceptional service and creating a positive client experience. Your role will involve supporting the Branch Manager and sales staff to meet client needs, identifying new business opportunities, and assisting in account management. If you are passionate about helping clients and providing excellent service, this role offers a rewarding career path in a dynamic environment.
Key Responsibilities:
- Provide exceptional service, ensuring a positive experience for clients.
- Assist the Branch Manager and sales team in fulfilling client needs.
- Receive and process checks, security deposits, and disbursements.
- Manage new account processing and actively identify additional business opportunities.
- Schedule client appointments with Associate Financial Consultants and Financial Consultants for further consultation.
Qualifications:
- Bachelor’s degree or equivalent work experience.
- A valid and active Series 7 license is required (can be obtained as a condition of employment).
- A valid and active Series 63 license is required (can be obtained as a condition of employment).
- Notary certification is preferred.
- Minimum of 12 months of experience in a client service role.
- Basic understanding of brokerage regulations and rules governing client accounts.
- Proven experience in handling client concerns and issues with tact and diplomacy.
- Excellent written and verbal communication skills.
- Ability to work independently and collaboratively as part of a team, managing multiple tasks and responsibilities.
- Ability to handle multiple client situations, needs, and inquiries simultaneously.
- Strong cross-functional relationship-building skills.
What’s in It for You:
We are dedicated to supporting the personal and professional growth of our employees through a purpose-driven and supportive work culture. You will receive the tools and resources needed to make a positive impact in the finance industry.
Benefits:
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteer time, and a 28-day sabbatical every five years for eligible positions.
- Paid parental leave and family-building benefits.
- Tuition reimbursement for continued education.
- Comprehensive health, dental, and vision insurance.
This role is perfect for individuals who thrive in a client-focused environment and are eager to contribute to a team that values integrity, service, and open communication. If you are looking to be part of an organization that values your contributions, this opportunity is for you.
