Associate Relationship Manager

Fratarcangeli Wealth Management • Bloomfield Hills, MI

5d

About The Position

The Associate Relationship Manager (ARM) plays a critical role in supporting the Relationship Managers (RMs) and Senior Advisors in managing client relationships, executing financial strategies, and delivering a superior client experience. The ARM will work closely with the RMs, providing day-to-day support and assistance, while also helping to implement financial plans and investment strategies with the RM. This role is ideal for a detail-oriented, proactive professional with a passion for wealth management and client service.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2-4 years of experience in a client-facing role within wealth management, financial planning, or a similar financial services environment.
• Strong understanding of financial planning concepts, investment products, and wealth management practices.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Detail-oriented with strong organizational and time management abilities.
• Proficiency in financial software, CRM systems, and Microsoft Office Suite (Excel, PowerPoint, Word).
• Ability to work independently as well as part of a collaborative team.
• Ownership and Accountability
• Timeliness and follows HR protocols
• Accepts responsibility
• Works with urgency and by core values of the firm
• Series 7, Series 66 (or 63 and 65)

Responsibilities

• Assist Relationship Managers in managing and servicing a portfolio of high-net-worth clients.
• Prepare and present client reports, including investment performance reviews, financial plans, and account summaries.
• Coordinate and participate in client meetings, taking detailed notes, and following up on action items.
• Ensuring all documentation is accurate and compliant.
• Monitor client portfolios, flagging any issues or opportunities for the Relationship Manager to review.
• Process client transactions, such as asset transfers, cash distributions, and contributions, with a high degree of accuracy.
• Ensure compliance with regulatory requirements and internal policies in all client interactions and documentation.
• Assist in the development and implementation of customized financial plans and investment strategies for clients.
• Conduct research on investment products, market trends, and economic indicators to support client recommendations.
• Collaborate with the investment team to monitor and rebalance client portfolios in line with their objectives and risk tolerance.
• Proactively identify opportunities to enhance the client experience and deepen relationships for the RM and the team.
• Support the Relationship Manager in developing and executing client engagement strategies communications, and outreach.
• Manage and organize client documentation, ensuring it is up-to-date, accurate, and securely stored.
• Assist with special projects and initiatives as needed, contributing to the firm’s growth and client service objectives.

Benefits

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level