Relationship Manager
Core
Support Financial Advisors to develop and enhance client relationships, serve as a key point of contact for non-administrative requests, and assist with client meetings regarding investment strategy and account performance.
Role type
Wealth Management Client Associate / Relationship Manager
Builds
Client service model and client book segmentation strategy
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Investment strategy support, Client onboarding, Escalation resolution, Mortgage loan origination support, Client satisfaction monitoring, Team service model execution, Risk management support
Preferred skills
Firm-approved designations, State registrations
Technologies
Form ADV-2B, SAFE Act registry system
Responsibilities
Track client actions and activities to ensure high-level service, Attend client review meetings to assist with relationship deepening, Execute team service model by engaging specialists, Manage client onboarding and resolve escalations, Assist in developing and monitoring client book segmentation strategy, Provide residential mortgage loans (subject to SAFE Act registration)
Seniority
Individual Contributor, Support role