Wealth Client Relationship Manager I

Seacoast Bank Careers•Winter Park, FL

11d

About The Position

The Wealth Client Relationship Manager I is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Client Relationship Manager I works closely with all partners of the Wealth Management team, as well as other lines of business within the Bank such as commercial banking, retail banking, and residential lending. The Wealth Client Relationship Manager I consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

Requirements

High School Diploma or equivalent required.
5 years of experience in the financial services industry to include investment management support or bachelor’s degree preferably in Finance, business, or related field.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
Able to work independently and exercise a high degree of initiative.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

Responsibilities

Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, financial planning organization, and overall practice management.
Responsible for performing general maintenance and follow-up on pending issues.
Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
Proven exceptional communication skills and logistical support.
Ability to understand a broad array of financial issues.
Provide marketing support in the form of prospecting, seminars, client reporting, and other sales efforts as required by the Wealth Advisor.
Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
Responsible for team logistics and ensuring that requested tasks have been handled by team members.
Understanding of governing instruments of clients to understand terms, responsibilities, and duties of the company.
Ability to manage multiple tasks with a high degree of accuracy.
Demonstrate a high level of emotional intelligence.
Maintain client and prospect confidentiality at all times.
Adhere to Seacoast Bank’s Code of Conduct.