Relationship Manager
On-site
Core
Provide exceptional client service, administration, and support for financial planning clients in an office environment.
Role type
Client service and administration specialist
Builds
Client experience and operational support for financial advisers
Domain
Financial planning / Wealth management
Deliverable
client delivery
Required skills
Client service, administration, scheduling, database management, compliance awareness
Preferred skills
Business Administration qualification, experience in client-facing environments
Responsibilities
Greet clients and ensure a welcoming atmosphere, provide efficient and compliant administration, update client management databases, manage adviser meeting bookings and paperwork, support office operations
Seniority
Individual Contributor, entry to mid-level