Relationship Manager

Vista Wealth Solutions•Radnor, PA

3d•Onsite

About The Position

We are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company’s core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day. As a Relationship Manager, you will work closely with one of the most seasoned advisors on our team where your focus will be keeping that advisor organized and prepared for all client meetings. This includes regular correspondence between you and the client(s) to ensure all requested documents are collected and used in coordination with one of our various software’s. You will also have many key relationships with internal and external support teams. This position also requires client facing meetings where detailed notes and the next steps delegated internally and externally are integral to being successful in this role. This role reports to the “Director of Wealth Management Operations.”

Requirements

College Degree
Active Series 7, and Series 66 or Series 63 and Series 65 preferred
Two or more years of industry experience preferred
Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters
Exceptional written and verbal communication skills required
Exceptional client service skills
Must be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms
Critical thinking, attention to detail and multi-tasking skills required
Passion for working collaboratively and building long-term client relationships
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred
Detail orientated with superior organizational skills and ability to prioritize
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Responsibilities

Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed)
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances
Managing the advisor’s calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Schedule client and internal preparation meetings
Coordinate asset transfers and rollovers for existing accounts
Collaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposals
Executing money movement transactions at the request of the client and/or financial advisor team
Enter and maintain client information in our CRM and client files
Pre-fill account documentation on client accounts and/or documents
Educating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team
Enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisor
Assist the financial advisors in implementing their client service model
Deliver white-glove service and maintain long-term client relationships
Remaining current on all policies, procedures, and new platforms
Perform special projects and duties as assigned