Client Relationship Manager recruitment
This is a position that offers tremendous growth opportunity within a growing company. The incumbent must have a CFP of CPA, or be near completion of their CFP and/or CPA designation and will work closely with two of the firm's senior investment advisors and will be the liaison in the day-to-day management of advisor's client relationships and will ensure that client needs are fulfilled to the fullest extent. The firm's environment is very fast-paced and the ability for this candidate to prioritize and to complete jobs within the required timeframe is essential.
Responsibilities Include:
* Liaise between advisor and advisor's clients
* Working knowledge of Client Tax Needs/Strategies/Efficiencies, Client Estate Planning, and Client Investments
* Interfacing with clients and maintaining relationships
* Interfacing with custodians and maintaining relationships
* Opening new accounts and processing investment paperwork
* Writing and executing client materials
* Running queries and reports with CRM software
* Maintain process-driven workflow across the Firm's Tri-pod structure
* Collaborating closely with other Customer Relationship employees, as well as members of Research, Marketing, Operations, and Investment Advisory departments
Requirements:
* Bachelor's Degree
* CFP Designation or near completion of CFP designation; or CPA or near completion of CPA Designation
* Experience in a financial services or brokerage environment
* 2 to 4+ years experience preferred
* Ability to work in a team environment and build successful relationship among team members
* Must work well in a team environment and present a professional demeanor
* Proficient with Microsoft Office products: Word, Excel, PowerPoint, Outlook, Access, CRM
* Experience working with either estates and trusts or pension and ERISA regulations