What are the responsibilities and job description for the Client Relationship Manager position at Soltis Investment Advisors?
As a highly ranked Retirement Plan Advisor and Top RIA firm, Soltis Investment Advisors is looking to hire a full-time, energetic and driven Client Relationship Manager. They will be joining our high-performing Customer Care Team. This role offers a chance to advance your career in wealth management, and better your understanding of the financial industry. As a Client Relationship Manager, your problem-solving skills and attention to detail are essential in supporting the Customer Care Team and assisting with new client onboarding. You will actively seek ways to enhance systems and streamline processes, promoting a culture of open communication and teamwork for the benefit of all stakeholders.
Job Responsibilities
- Develop and maintain client relationships
- Facilitate client onboarding
- Handle investment subscription documentation
- Provide various wealth management services
- Utilize Office 365, DocuSign, and other industry software
- Ensure high levels of client satisfaction
Knowledge, Skills, Abilities
- Detail-oriented
- Professional conduct and demeanor
- Self-motivated
- Compliance-minded
- Strong problem-solving skills
- Excellent communication skills
- Ability to work effectively in a team environment
Qualifications
Seeking a dedicated individual for a technical role that requires training, regardless of prior industry knowledge. 1-2 years industry experience preferred but not required.
Our Investment In You
We provide a range of workforce opportunities:
- Benefits Package - see list below
- Competitive Salary based on experience
- Professional Growth & Training opportunities
- Supportive Work Environment.
- Opportunities for advancement.
Compensation & Benefits
- Pay: Commensurate with Experience
- Health Insurance: Multiple health plan options with employer premium coverage for health, dental, and vision insurance.
- Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
- Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
- Parental Leave: Paid maternity and paternity leave.
- Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.
Additional position information
Full Time or Part Time: Full Time
Work Schedule Summary: Monday – Friday, 8 AM to 5 PM
Standard Hours per Week: 40