1 CLIENT RELATIONSHIP MANAGER Job in West Springfield, MA
Pioneer Valley Financial Group is Hiring a CLIENT RELATIONSHIP MANAGER Near West Springfield, MA
Below are our available positions with PV Financial Group. Click each position to view the job description.
Client Relationship Manager
AVAILABLE POSITION: CLIENT RELATIONSHIP MANAGER
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.
- 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.
- Periodically assist with marketing-related tasks as directed by your manager.
- Occasionally help with tasks outside of the traditional Relationship Manager role, when needed.
- Experience in an administrative role or in the finance industry, a plus.
- FINRA Series 6 and Series 63, a plus.
- Ability to effectively prioritize workload and operate under tight deadlines; Sophisticated organizational and time management skills.
- A self-starter who can work independently, think conceptually and attend to details.
- An amazing attitude and extraordinary customer service skills.
- Enjoy interacting with people face-to-face and over the phone.
- Ability to work in a team environment.
- Proficiency with computer programs, including MS Office Suite (e.g., Word, Excel) and CRM
To Apply: Email resume and cover letter to Kelly Haber: khaber@pvfinancial.com
Operations Support Specialist
AVAILABLE POSITION: operations support specialist
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 handling day-to-day operations for the firm and providing support necessary for delivering first-rate service and guidance to our clients.
- Prepare for client meetings (Create Balance Sheet, generate reports, provide supporting documents, prepare necessary forms and disclosures, review prior client meeting notes).
- Assist with creation of Executive Planning Summary and implementation of plan.
- Input updated client financial information and values into appropriate financial planning software.
- Complete all forms correctly and submit in a timely manner.
- Open new accounts.
- Handle money movement (check deposits, distribution requests, PIPs, SWPs)
- Maintain client cost basis information.
- Run and maintain Required Minimum Distributions lists.
- Periodically meet with clients to complete paperwork; ensure all required forms are completed fully and accurately.
- Conduct research on Morningstar® or COMMunityLink® as directed by the advisor.
- Place trades through Commonwealth at advisor’s direction, if properly licensed.
- Follow up on outstanding transactions and pending paperwork with Commonwealth (e.g., transfers).
- Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).
- Draft letters, as needed.
- Prepare and send outgoing mail.
- Regularly review Commonwealth news items, technology updates, and e-mail communications.
- BA or BS preferred
- One to two years of experience in the investment/insurance/finance industry
- FINRA Series 7 registration along with FINRA Series 63; or ability to obtain registrations within 1 year
- High attention to detail
- Superior organizational skills
- Demonstrated ability to work in fast-paced environment
- Ability to fill out forms completely and accurately
- Ability to follow directions exactly
- Ability to effectively prioritize workload and meet deadlines
- Proficiency with computer programs, including MS Office Suite (e.g., Word, Excel). Experience with CRM, Wealthscape℠, and Morningstar® a plus
To Apply: Email resume and cover letter to Kelly Haber: khaber@pvfinancial.com
Client Relationship Manager
AVAILABLE POSITION: CLIENT RELATIONSHIP MANAGER
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.
- 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.
- Periodically assist with marketing-related tasks as directed by your manager.
- Occasionally help with tasks outside of the traditional Relationship Manager role, when needed.
- Experience in an administrative role or in the finance industry, a plus.
- FINRA Series 6 and Series 63, a plus.
- Ability to effectively prioritize workload and operate under tight deadlines; Sophisticated organizational and time management skills.
- A self-starter who can work independently, think conceptually and attend to details.
- An amazing attitude and extraordinary customer service skills.
- Enjoy interacting with people face-to-face and over the phone.
- Ability to work in a team environment.
- Proficiency with computer programs, including MS Office Suite (e.g., Word, Excel) and CRM
To Apply: Email resume and cover letter to Kelly Haber: khaber@pvfinancial.com
Job Summary
Full Time
$94k-125k (estimate)
05/01/2024
06/30/2024
pvfinancial.com
LUDLOW, MA
50 - 100
Private
RONALD CHRMESCHIE
<$5M
Related Companies
The job skills required for CLIENT RELATIONSHIP MANAGER include Client Relationship, Planning, Customer Service, Relationship Management, Client Service, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a CLIENT RELATIONSHIP MANAGER. 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. 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 positions, which can be used as a reference in future career path planning. As a CLIENT RELATIONSHIP MANAGER, 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. You can explore the career advancement for a CLIENT RELATIONSHIP MANAGER 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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