What are the responsibilities and job description for the Client Relationship Manager position at Barnum Financial Group Tri State?
Job Purpose
The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.
Duties & Responsibilities
- Manage Advisor’s e-mail correspondence and professional calendar
- Supervise Advisor’s social media accounts and marketing campaigns
- Handle incoming calls in a friendly and professional manner
- Schedule and confirm appointments in a timely manner
- Assist with file prep, paper filing and larger mailings
- Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate
- Accurately complete, submit, and follow up on status of all new business applications
- Act as direct liaison between Financial Advisor and clients
- Provide ad hoc support on assigned projects and any escalations
Qualifications
- Excellent verbal and written communication skills
- Exceptionally professional and organized
- Extremely detail-oriented
- Comfortable in a fast-paced environment
- Ability to collaborate with others, build and maintain relationships
- Ability to use discretion and maintain client confidentiality
- Client-first attitude
- Proficiency in Microsoft Office
- Experience in Salesforce is a plus
- Life, Accident, and Health License and/or FINRA registrations are a plus
- Some college or professional experience