Relationship Manager
Core
Provide exceptional client service, efficient compliant administration, and proactive support to clients within a financial planning business.
Role type
Client Support Officer (Financial Planning)
Builds
Client support services and administrative processes for financial planning clients
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
client service, administration, database management, task prioritization, communication, compliance adherence
Preferred skills
financial planning software experience (e.g., Salesforce), Business Administration qualification
Responsibilities
Provide initial and ongoing support to clients, ensure accurate client management database and account records, manage work progress reporting and task management, conduct proactive client contact
Seniority
Entry to Mid-level, individual contributor