Client Relationship Manager - Investments

Avidia Bank•Hudson, MA

13d•$75,000 - $90,000

About The Position

Position Overview: Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion.

Requirements

Associate’s Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience.
Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes
High level of professionalism and discretion with confidential information
Excellent oral and written communications, organization, and follow-up skills.
Customer focus and a proven track record of working collaboratively with internal and external customers.
Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations.
Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferred

Responsibilities

Serve as primary point of contact for clients, delivering prompt, professional and high-quality service
Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions
Coordinate client onboarding, including account opening, transfer and required documentation
Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements
Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up
Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management
Support compliance processes, including document management, disclosures and audit preparation
Monitor account activity and assist with service requests such as distributions, contributions and updates
Maintain confidentiality of client information and adhere to all privacy and security standards
Collaborate with internal team to resolve client and administrative needs
Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish.
Provide referring employees with status updates regarding the sales process.
Independently composes correspondence and statistical, financial and narrative reports as required.
Perform related and unrelated duties as may be required.