What are the responsibilities and job description for the Client Service Manager - Independent Wealth Management Firm position at Robert Half?
Please email Ren at ren.friedman@roberthalf.com with your updated resume to be considered for the opportunity below.
Exciting opportunity to join a FAST GROWING RIA! Our client is an independent, fee-only, and cutting edge management boutique providing both financial planning and investment management services to individuals and families with AUM of about $1.5B. You will be working along side the executive team, financial advisors, and client service associates to build and maintain client relationships by providing stellar service.
You will sit in meetings with the Lead Advisors, collect data on clients, create financial plans and present to clients. Work with advisors to learn and participate in all aspects of the wealth-management process. Help gather client data and personal and financial goals. Analyze and evaluate client financial documents.
This is a great opportunity to join a growing firm and really help to build out the operational infrastructure. The ideal candidate:
- 7 years of RIA/wealth management experience
- Proficiency in Microsoft Office programs; experience with CRM, document management, and portfolio management software (preferred); experience working with custodial platforms such as Schwab, Fidelity and TD Ameritrade.
- Excellent Excel skills, Paraplanner experience is a plus.
Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at ren.friedman@roberthalf.com.
Salary : $100,000 - $150,000