Client Experience Manager

Raymond James•Seattle, WA

13d•$55,000 - $110,000•Onsite

About The Position

It takes a village, they say. And at Hall & Dornan we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on our collective experience and insight is very important to our team. The Client Experience Manager is the anchor of our team in many ways. The ideal candidate is a critical thinker and fast learner with strong communication and attention to detail. They are lifelong learners and truly enjoy people - the foundation of our business. By joining us, you’re joining a collaborative team you can count on!

Requirements

Knowledge of Company’s working structure, policies, mission, and strategies
General office practices, procedures, and methods
Financial markets, products and industry regulations
Trading terminology
Financial planning software
Managed account platforms
Skill in Client Relationship Management (CRM) software, or similar contact management software.
Microsoft Office.
Tax software
Effective communication (in-person, virtual, phone and mail)
Ability to Manage tasks and projects in an efficient manner
Familiarity with various software applications, including Microsoft, CRMs and planning software
Works both independently and within a dynamic team environment
Analyze and research account information.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Analyze problems and establish solutions in a fast-paced environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Provide a high level of customer service.
Demonstrate competence, dependability, and responsibility
Bachelor’s degree preferred
Series 7 & 66 preferred, or ability to obtain within specified period
General Experience - 3 to 6 years

Responsibilities

Prepare financial reports, spreadsheets, and other required materials for client meetings
Attend client meetings, initiate follow up, and delegate tasks
Manage post meeting process, including tracking tasks to completion and working with team to ensure client experience is positive and efficient.
Enter trades, orders, and rebalances as requested
Ensure client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor.
Create and maintain records and files utilizing Client Relationship Management (CRM) software.
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.
Ability to execute at the granular level yet stay focused on the big picture
Perform other duties and responsibilities as assigned.