Hybrid Client Relationship Manager

Posted last month

Apply now

About the role

  • Participate in client meeting held by other advisors as directed
  • Work with Client Service Admins to send paperwork for client signature and follow-up as needed until signed.
  • Submit applications that require meeting with the client to complete.
  • Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team
  • Send appointment follow-up thank you and action items via email (Insights & Next Steps)
  • Monitor pending recommendation implementation, i.e. ensure that tasks are completed
  • Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator
  • Respond to client emails or phone calls: Assess current need of client including timeline
  • Directly respond to items that do not require specific case analysis
  • Communicate between client and planning team or lead advisor to answer questions that do require case analysis
  • Make calls with clients to request rollovers and transfers of their retirement accounts
  • Document all client interactions in Salesforce profile

Requirements

  • Series 7/66 licensing (or willing to obtain in first 90 days)
  • WI State Life and Health insurance licensing
  • 1-3+ years customer service experience
  • Excellent communication skills, verbal and written
  • Ability to thrive in high volume, fast paced environment
  • Strong attention to detail
  • Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
  • Ability to work independently, prioritize tasks, and self-direct to meet deadlines
  • Ability to maintain the integrity of sensitive/confidential information
  • Desire to work collaboratively and support peers

Benefits

  • health insurance stipend with HSA matching
  • simple IRA match
  • 80 hours of PTO
  • 20 hours of volunteer time off per year

Job title

Client Relationship Manager

Job type

Experience level

Junior

Salary

$45,000 - $65,000 per year

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job