Financial Services Relationship Manager

Job Summary

Are you a person who loves building client relationships? The relationship manager is a client facing role and supports ongoing office operations. You will be a vital part of the team helping support the primary financial advisor. We are seeking a self-starting professional who will work through all aspects of the client experience, including paperwork, meeting preparations, as well as direct client communication. In addition, this individual responds to client’s day-to-day requests and office administrative tasks.

Key Responsibilities

· Respond to and complete incoming client and advisor requests

· Coordinate scheduling, meetings, and workflow among team members

· Maintain client records and ensure confidentiality

· Prepare portfolio reviews for client meetings

· Maintain and update client records on our CRM

· Prepare forms for clients and provide documented follow-up

· Resolve client issues proactively and efficiently

· Assist with coordinating and planning client events

· Represent the firm at client events, charitable events, and conference or training opportunities

· Maintain compliance records with our Broker Dealer

· Ensure a positive client experience

· Assist clients with their online experience

Qualifications

Education & Experience

· Preference given to a bachelor’s degree in business administration, finance, or related field

· FINRA Series 6/7, Series 65/66 preferred (or willing to obtain within 1 year)

· Minimum of 2-5 years of office management experience, preferably in the financial services industry

Skills

· Strong organization skills

· Ability to manage multiple projects throughout the day and prioritize accordingly

· Excellent communication skills and interpersonal skills

· Proficiency in Microsoft Office

· Experience using a CRM such as Redtail

Other Requirements

· High attention to detail and follow-up

· Ability to handle sensitive and confidential information

· Strong problem-solving skills

· Team collaboration

· Complete background and fingerprinting

· Professional appearance

Work Environment

This is a full-time, in office position in a professional setting. Our business hours are from 8:00am to 5:00pm and requires occasional attendance at client events. Byrd Financial Group is a close-knit team who has been serving clients in the Pacific Northwest and Nationwide for over 40 years. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Compensation

Byrd Financial Group offers competitive benefits. We offer health insurance, retirement plan contributions, as well as PTO and paid holidays. The salary range for this position is 50k-60k depending on experience.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person

Salary : $50,000 - $60,000