Client Relationship Manager

Raymond James•Plattsburgh, NY

1d•$32,240 - $70,000•Onsite

About The Position

Clients are our main priority; Making complicated matters simple is our mission. As we evolve, we are seeking a Client Relationship Manager who shares our vision and mission. The successful candidate must be responsible, confident, self-motivated, and a team player - with a strong desire for growth and development. Are you ready to get underway? Read on and apply below.

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)
Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
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
Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 and Series 66 or the ability to obtain them within allotted time from the start date.
Life, Health and Variable Annuity or the ability to obtain within allotted time from the start date

Responsibilities

Manage and deepen client relationships with effective communication and personalized attention in every interaction
Collaborate with investment team to develop models and strategies aligned with client objectives
Work closely with research analyst and portfolio managers to evaluate investment opportunities
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