Client Relationship Manager

Client Relationship Manager

Summary

The Client Relationship Manager reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The Client Relationship Manager is also responsible for directing and managing Client Service support.

Essential Duties and Responsibilities

· Client touches, Marketing, Birthdays, Anniversaries

· Manage client needs regarding pre-meeting, appointments, scheduling, follow-up with client reviews and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

· Deepen client relationships and establish credibility and rapport both in-person and via phone identify potential benefits and services to enhance customers’ financial relationships

· Has regular contact with clients regarding their accounts, allocations, and servicing; can clearly articulate potentially complex processes

· Maintain CRM database; define and ensure adherence to appropriate client service models

· Manage multiple and competing priorities on a daily basis in pursuit of business objectives

· Other responsibilities as assigned by the Financial Advisor

· Presentations

· Seminars

· Client Appreciation Events

· Meeting Notes

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Experience with financial planning Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others with or without direct control

Education and/or Experience

• Bachelor’s degree in a business-related field preferred
• The ideal candidate will have 5 years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experience in the independent financial services culture preferred
• Management experience a plus

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)
• Hours 8:00 A.M. - 5:00 P.M. M-F

Job Type: Full-time

Pay: From $61,200.00 per year

Benefits:

• Health insurance
• Paid time off

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to Commute:

• Greenwood Village, CO 80111 (Required)

Ability to Relocate:

• Greenwood Village, CO 80111: Relocate before starting work (Required)

Work Location: In person

Salary : $61,200