What are the responsibilities and job description for the Client Relationship Specialist position at SSI Investment Management?
SSI Investment Management is a California-based financial services firm that delivers portfolios with an optimal balance of risk and return. Among the investment solutions offered is a suite of Multi-Asset ETF strategies. We provide model portfolios and custom portfolio solutions to financial advisors primarily through TAMPs. As we continue to grow, we seek a dedicated Client Relationship Specialist to strengthen advisor relationships, enhance client engagement, and support the firm’s broader distribution efforts.
Position Summary
The Client Relationship Specialist is responsible for building and maintaining strong relationships with Financial Advisors. The role focuses on client engagement; education and support to advisors to ensure they fully utilize SSI’s investment solutions. The ideal candidate has experience in financial services supporting and servicing advisors.
Key Responsibilities
- Advisor relationship and engagement
- Develop and maintain relationships with financial advisors
- Serve as a point of contact ensuring timely support
- Conduct virtual meetings and discussions to help advisors understand and implement SSI’s solutions
- Collaborate with marketing team to refine messaging and engagement strategies
- Assist with production and distribution of sales material and periodic advisor/client communication
- Potential for future travel
Qualifications
- 3-5 years’ experience in financial services, preferably in advisor sales support
- Strong understanding of investment products and advisor needs
- Ability to communicate investment strategies in a clear and engaging manner
- Strong computer skills, including Microsoft Excel, PowerPoint and Word
- Proficiency CRM tools (Salesforce)
- BA/BS degree required
- Results orientated
Compensation
The base salary for this position is $75,000-$90,000 (dependent on experience) plus bonus.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The essentials of the position include, but are not limited to, the above-mentioned duties.
Salary : $75,000 - $90,000