Relationship Manager

Bill Good Marketing•Novi, MI

1d•$70,000 - $85,000•Onsite

About The Position

If you're the kind of person who genuinely enjoys getting to know clients, staying on top of every detail, and being the steady presence that makes an advisory team run smoothly, this might be exactly what you're looking for. Who We Are At The Financial Center, we provide comprehensive financial services with a focus on real relationships and long-term trust. We're a team-oriented, professional, and (yes) fun group of people who take our work seriously without taking ourselves too seriously. If you thrive in a collaborative environment and want to feel like your work actually matters to the people you serve, you'll fit right in here.

Requirements

Proven experience in a relationship management, client service, or similar client-facing role in financial services
Series 7 strongly preferred; SIE or Series 66 also valued
Familiarity with CRM platforms and financial services tools (experience with AssetMark or Advizynt is a plus)
Detail-oriented with strong organizational and follow-through skills
Excellent written and verbal communication; comfortable explaining financial concepts clearly to clients
Professional, personable, and calm under pressure
Experience planning and executing client events
Background working in a small team or boutique advisory environment

Responsibilities

Managing ongoing client relationships and serving as the primary point of contact for client needs, questions, and follow-ups
Coordinating and executing client events and appreciation activities from logistics to follow-through
Capturing and maintaining accurate client information in our CRM
Supporting portfolio review preparation and meeting coordination with our Financial Advisors
Monitoring client accounts and proactively flagging anything that needs attention
Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless client experience