As Nathaniel Smith & Patrick Chairs continue to aggressively expand their practices, they are also adding to their team a Client Relationship Manager (CRM) who specializes in client service and supporting the financial planners as he/she focuses on strengthening and managing client relationships. A CRM ensures the continuation of an effective, efficient, and organized practice.

Benefits

· Competitive compensation (Full-time)

• Salary bonus (as our practices continue to grow, so does your compensation!)

· Flexible work schedule

· Hybrid work location

· 401k plan with employer paid matching contributions

· Paid vacation

Key Responsibilities

1. Client Onboarding:

• Guide clients through the onboarding process, ensuring all necessary documentation and online access is completed accurately and efficiently.

2. Ownership of Service Model:

• Develop and maintain a deep understanding of our service model, including our offerings, processes, and procedures.
• Proactively identify opportunities to enhance the client experience and improve service delivery.

3. Collection of Assets:

• Actively engage with clients to gather information on their financial assets, liabilities, and investment preferences.
• Facilitate the transfer of assets and accounts as needed, ensuring a smooth transition process for clients.
• Monitor asset transfers and account openings to ensure timely completion and accuracy.

4. Calendar/Relationship Management:

• Serve as a point of contact for assigned clients, building strong rapport and trust through regular communication and personalized interactions.
• Scheduling periodic reviews with clients to assess their financial situation, review progress towards goals, and identify any changes or adjustments needed.
• Address client inquiries, concerns, and service issues promptly and effectively, demonstrating a commitment to client satisfaction

Qualifications

· Excellent oral and written communication skills

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to proactively identify what needs to be accomplished and take action as appropriate

· Organization and time management skills

· High degree of flexibility to deal with a variety of situations and ability to multi-task

· Demonstrates a high level of initiative

· Ability to embrace change, work independently within a team, and maintain confidentiality

· Financial services/administrative support experience preferred

Application/Onboarding Process

If you are passionate about helping clients achieve their financial goals and thrive in a dynamic and fast-paced environment, we invite you to join our team as a Client Relationship Manager. Apply today to be part of a dedicated team committed to making a meaningful difference in the lives of our clients.

Job Type: Full-time

Pay: $64,000.00 - $76,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Experience level:

• 1 year
• 2 years
• 3 years
• No experience needed
• Under 1 year

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Performance bonus

Travel requirement:

• No travel

Education:

• High school or equivalent (Required)

Ability to Commute:

• Cockeysville, MD 21030 (Required)

Ability to Relocate:

• Cockeysville, MD 21030: Relocate before starting work (Required)

Work Location: Hybrid remote in Cockeysville, MD 21030