Client Relationship Manager

Raymond James • El Dorado, KS

126d

About The Position

At L.J. Lechtenberg Strategic Financial Partners, our client-focused approach makes the difference. We are seeking to add a like-minded individual to join our team as a Client Relationship Manager. The Client Relationship Manager fosters and deepens client relationships throughout the financial review process. The ideal candidate will be service-oriented, coachable, dependable, eager, and have a positive attitude!

Requirements

• Knowledge of Company’s working structure, policies, mission, and strategies
• Managed account platforms
• General office practices, procedures, and methods
• Investment concepts, practices, and procedures used in the securities industry
• Financial markets, products, and industry regulations
• Trading terminology
• Financial planning software
• Skill in Client Relationship Management (CRM) software
• Microsoft Office Suite
• Effective communication (in-person, virtual, phone, and mail)
• Ability to analyze and research account information
• Handle stressful situations and provide a high level of client attention in a calm and professional manner
• Analyze problems and establish solutions in a fast-paced environment
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a cohesive team
• Demonstrate competence, dependability, and responsibility

Nice To Haves

• SIE Series 7
• Series 63, 65 and/or 66 as required by state

Responsibilities

• Manage and deepen client relationships with effective communication and personalized attention in every interaction
• Support the firm’s growth
• Enter trades, orders, and rebalances as requested
• Schedule, attend, and facilitate client meetings
• Manage referrals effectively
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• Participate in marketing efforts including seminars and other client-facing events
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Benefits

• Development opportunities
• Enriching networking groups
• Prioritizing diversity and inclusion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees