65 Client Relationship Manager (Advisor Services | Training Provided) Jobs in Phoenix, AZ
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Magellan Financial is Hiring a Client Relationship Manager (Advisor Services | Training Provided) Near Phoenix, AZ
Join Foundations Invest Advisors - Client Relationship Manager
About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 financial advisors nationwide. We manage a diverse portfolio worth over $5.5 billion and are committed to fostering a forward-thinking culture within a collaborative and enjoyable work environment.
Compensation: $50,000 - $60,000 benefits, bonuses, etc.
Position Overview: We are currently seeking a motivated and skilled Client Relationship Manager. to join our dedicated team in Phoenix, AZ. This role is ideal for someone who thrives in both independent and team settings, demonstrating exceptional communication skills and a keen ability to foster meaningful relationships.
Responsibilities:
- Develop and maintain trustworthy relationships with advisors, ensuring top-notch customer service and robust back-office support.
- Manage communication through personal and support email inboxes.
- Handle the opening of new accounts, asset transfers, and other account maintenance tasks.
- Communicate investment instructions to our trading team and ensure document accuracy.
- Process cashiering requests and manage client investment contributions.
Key Qualifications:
- Preferred undergraduate degree or relevant experience.
- Proficiency in Microsoft Office Suite, particularly Outlook and Excel.
- Experience with Adobe Acrobat is a plus.
- Minimum of one year in administrative or customer service roles.
- Strong organizational skills and meticulous attention to detail.
- Ability to perform well under pressure and adapt to change.
- Experience with custodial platforms such as TD Ameritrade, Schwab, Fidelity, and Pershing preferred but not required.
- Experience with Orion and/or Salesforce is highly advantageous (not required)
Join Us: At Foundations Investment Advisors, you’ll be part of a thriving company that values your contribution and is dedicated to your professional growth. Join us to help shape the future of financial advising.
- Seniority LevelAssociate
- Industry
- Financial Services
- Employment TypeFull-time
- Job Functions
- Customer Service
- Marketing
- Skills
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Compensation package:
- Bonus opportunities
Schedule:
- 8 hour shift
Ability to Relocate:
- Phoenix, AZ: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
Investment Management
$81k-107k (estimate)
05/22/2024
05/27/2024
magellangroup.com.au
DAWES POINT, NEW SOUTH WALES
100 - 200
2006
BRETT PETER CAIRNS
$200M - $500M
Investment Management
Related Companies
The job skills required for Client Relationship Manager (Advisor Services | Training Provided) include Financial Services, Client Relationship, Customer Service, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Manager (Advisor Services | Training Provided). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Manager (Advisor Services | Training Provided). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Manager (Advisor Services | Training Provided) positions, which can be used as a reference in future career path planning. As a Client Relationship Manager (Advisor Services | Training Provided), it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Manager (Advisor Services | Training Provided). You can explore the career advancement for a Client Relationship Manager (Advisor Services | Training Provided) below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Manager job description and responsibilities
While account executives focus on the goals of their employer throughout their communications with clients, the targets of client relationship managers are more closely aligned to those of the client.
03/15/2022: Troy, NY
Client relationship managers are responsible for building and maintaining good relationships with clients by listening to complaints or concerns and resolving them.
03/04/2022: Santa Cruz, CA
Build positive and productive relationships with clients for business growth.
01/20/2022: Concord, NH
Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.
03/25/2022: New Orleans, LA
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/07/2022: Stockton, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Manager jobs
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
02/28/2022: Topeka, KS
Some may travel to conferences and conventions to mingle with current clients and recruit prospective customers.
03/28/2022: Detroit, MI
Learning the needs of clients and developing plans to meet them.
04/08/2022: Bridgeport, CT
Have a genuine care for the success of the business.
02/25/2022: Utica, NY
Managers must understand the different reasons for the types of relationships, and provide the customer with what they are looking for.
03/21/2022: Springfield, MO
Step 3: View the best colleges and universities for Client Relationship Manager.
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