Client Relationship Manager

Cerity Partners•Honolulu, HI

59d•$60,000 - $70,000•Hybrid

About The Position

The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor relationships, presenting relevant materials to clients or team members, and other basic administrative duties. This position requires excellent organizational skills, a commitment to providing friendly and professional client services, and the ability problem-solve while adhering to regulatory requirements. The role also involves learning about investment products and the legal and legislative rules governing qualified, corporate retirement plans. Cerity Partners is excited to open a new office location on O'ahu. This role will be hybrid and based out of Honolulu.

Requirements

Bachelor’s degree
2 - 5+ years of experience
Demonstrate strong and effective communication, organizational and time management skills.
Comprehensive knowledge of investment accounts, products and the forms required to transact business.
Ability to work in a team based/collaborative environment.
Must accept and thrive in a fast-paced, changing environment.
Interest in applying for/maintaining ongoing or continuing education credentials
Demonstrate proficiency with Microsoft 365, Adobe, Salesforce, Zoom
Adherence to all compliance policies & procedures.
Demonstrate the Cerity Partners culture.
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at a time.

Responsibilities

Basic preparation of client forms and financial reports for client meetings.
Presentation of relevant materials to clients on a quarterly or semi-annual basis
Provide ongoing support to clients while ensuring requests/needs are managed in a timely manner
Maintaining accurate client records as needed
Develop knowledge of investment accounts, products and the forms required to transact business.
Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner.
Ongoing maintenance and quality control of CRM.
Organize advisory team meetings and events.
Collaborate with other departments to improve general processes, receive/provide feedback as needed.
Maintaining communication and coordinating services with 3rd party vendors
Receive client calls and resolve questions/issues as needed.
Execute client appreciation and retention activities.
Providing account and regulatory/legislative updates in a timely manner
Ability and willingness for local and extended travel, as needed