Relationship Manager
Core
Supporting Financial Advisors to develop and enhance existing client relationships by acting as a key point of contact for non-administrative requests and assisting with client meetings on investment strategy and account performance.
Role type
Relationship Manager
Builds
Client service model and client relationships
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7, 66, 63, 65 licenses; SAFE Act registration; Form ADV-2B maintenance; firm-approved designation; client onboarding/offboarding; client book segmentation; escalation resolution
Preferred skills
portfolio management; referral identification; risk management
Technologies
Salesforce
Responsibilities
Identify and own the client onboarding process; Document client interactions and provide time-sensitive updates; Execute on team service model; Assist in developing and monitoring client book segmentation strategy; Engage specialists to address client needs; Identify and own the client offboarding process; Monitor and report on client satisfaction and manage escalations
Seniority
Individual Contributor