18 Client Relationship Manager Jobs in Grand Rapids, MI
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STONEBRIDGE FINANCIAL PARTNERS is Hiring a Client Relationship Manager Near Grand Rapids, MI
Client Relationship Manager Job Description
Stonebridge Financial Partners, LLC, a growing wealth management firm, is seeking a Client Relationship Manager to assist us in our mission of helping clients achieve their financial goals. This is an important role in our efforts to provide exemplary client service, and often serves as a developmental role for individuals looking to grow into a Wealth Advisor (WA) position. This role will often be the primary main point of contact for client requests as well as servicing our qualified retirement plan clients.
Our mission at Stonebridge Financial Partners is dedicated to being trusted lifetime wealth coaches focused on delivering peace of mind to our clients and their families through education, professional advice, and superior service. If you have a passion for helping clients with their retirement and wealth planning needs, and are curious about investment services and all things financial, then we would love to hear from you!
Description
As a result of acquiring a retiring advisors practice in Grand Rapids, Stonebridge is seeking an individual to service all 401(k) plan assets and accounts as well as support the lead advisor on a portion of the individual advisory practice. This individual will help us service and grow these assigned clients, as well as help grow the overall practice in Grand Rapids. Compensation will be commensurate with the individuals experience and abilities.
Responsibilities & Activities
Specific duties include, but are not limited to:
- Service all qualified retirement plan accounts (approx. 50% of capacity)
- Serve as relationship manager for all plan sponsors;
- Service all plan sponsor and participant requests and questions;
- Ensure retirement plan is compliant with current regulations and that plan sponsor is fulfilling all fiduciary responsibilities;
- Conduct educational meetings, new enrollment discussions and other client interactions;
- Solicit and onboard new retirement plan clients
- Assist Lead Advisor on relationships with an existing set of assigned advisory clients (approx. 50% of capacity)
- Provide the highest level of advice and service to each client, ensuring all client requested actions are executed in a timely and accurate manner;
- Assist in preparation of annual or periodic reviews with clients on the status of their financial portfolio and plans;
- Collaborate with WA in preparation of client meetings
- Process client distributions, contributions, and trade requests as necessary
- Ensure each client experiences the best possible service
- Facilitate communication with clients and provide ongoing progress/update to WA until client needs have been fully resolved
Knowledge, Skills & Abilities
- Extreme attention to detail
- Experience with 401(k) and qualified retirement plan servicing, management, compliance, and fiduciary responsibilities
- Excellent communication skills, both verbal and written
- Client care skills – solutions oriented and results driven attitude with strong follow up
- Experience participating in client meetings
- Understanding of key concepts of financial planning: risk management, tax planning, investment management, estate planning, education planning, retirement planning
- FINRA Series 7, 66 Life/Accident/Health Insurance Licenses, or a defined plan to earn these credentials
- Certified Financial Planner (CFP) designation, or on a defined path to obtain designation
- Willingness to travel a few times each year for out-of-state client visits or industry conferences
We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.
For more information about our company, please visit our website www.stonebridgefinancialpartners.com.
Given the high demand for this position, we’re only able to contact the most qualified candidates.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Quarterly bonus
Education:
- Bachelor's (Required)
Experience:
- 401(k) and qualified retirement plan servicing: 2 years (Preferred)
Work Location: One location
Job Summary
Full Time
Logistics Services
$75k-99k (estimate)
02/01/2023
03/02/2023
stonebridgefinancialpartners.com
AUBURN HILLS, MI
1,000 - 3,000
Private
BRIAN ENRIGHT
$500M - $1B
Transportation
Related Companies
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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