Client Relationship Manager

Raymond James • Brea, CA

7d • $80,000 - $110,000 • Onsite

About The Position

Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!

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
• 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: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance
• General Experience - 3 to 6 years
• s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees