Relationship Manager 

Summary of Responsibilities: 

PV Financial Group is seeking a local, community-minded and driven individual to join our growing financial planning firm.

This position provides exceptional customer service to the firm’s clients to facilitate engagement and overall satisfaction with the organization. This individual will be responsible for building and maintaining client relationships with the goal of retaining existing customers and driving firm growth. 

Principal Responsibilities: 

• Prep advisor for client meetings and greet clients upon arrival to the office.

• Periodically meet with clients to complete paperwork.

• Assist in post-meeting follow-up.

• Track pending paperwork and outstanding transactions to ensure all business is completed within service standards. Update the advisor and/or your manager as needed until all tasks are complete.

• Maintain updated client contact records using CRM system. Use CRM system efficiently to schedule client meetings, track client personal information and interests.

• First point of contact for client service issues, including incoming phone calls and emails. Handle servicing within capacity and transfer to advisor, when required.

• Anticipate advisor needs and handle them proactively.

• Manage advisor’s calendar. Proactively schedule meetings ensuring all clients are seen annually, at a minimum.

• Follow up with referrals and prospects.

• Provide office and phone coverage in the absence of receptionist and/or Relationship Management team members.

• Maintain front-end lobby and conference rooms; keep neat and orderly at all times.