Relationship Manager

Advisor Group • Boston, MA

16d • Hybrid

About The Position

The Relationship Manager position is responsible for meeting service expectations, ensuring the accuracy of client account administrative activities, and developing collaborative relationships with clients and Wealth Managers. This role is responsible for creating a compelling client experience and providing a high level of service throughout the client lifecycle.

Requirements

• 3-5 years of client service experience in financial services or a similar industry
• Experience with Microsoft® Office Word and advanced knowledge of Excel
• Strong verbal and written communication skills
• Exceptional attention to detail with strong organizational skills
• Proven ability to manage multiple priorities and meet deadlines
• Proven ability to work effectively in a team-oriented environment
• Demonstrated ability to build strong relationships and work with diverse personalities
• Strong problem solving skills
• Demonstrated integrity and ability to maintain confidentiality

Nice To Haves

• Experience in financial services or client service roles
• Foundational understanding of investment and planning concepts
• Registered Paraplanner, (RP®) is preferable but not required
• Interest in pursuing professional certifications such as CFP

Responsibilities

• Provide accurate, timely, and effective support for clients, including processing account paperwork and addressing client inquiries and problems
• Process and follow up on account paperwork, set up client accounts, maintain client files and records, and generate appropriate portfolio reports for client meetings
• Promptly and effectively address client inquiries and requests and provide proactive communication and information, as appropriate.
• Research and resolve problems and appropriately escalate opportunities to the Wealth Managers
• Complete cashiering responsibilities and ACH/wire/check requests
• Build and maintain effective internal working relationships and support teamwork in meeting company goals
• Provide support to Wealth Managers structured in a team environment
• Provide assistance to other departments across the firm as needed
• Initiate and/or participate in projects and/or initiatives as appropriate with the intent of continual improvement in processes, client experience, etc.
• Build and maintain effective relationships with clients

Benefits

• health, vision, dental insurance
• 401k
• paid time away
• volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level