Senior Relationship Manager/ Paraplanner

2 weeks ago

West Des Moines, United States Gilbert & Cook, Inc Full time

SENIOR RELATIONSHIP MANAGER/ Paraplanner

Summary

We are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship Manager position must combine their expertise in problem solving and communication with the ability to be detailed, organized, and motivated in their work. If you share our passion and high standards for delivering a unique experience and the ability to provide clarity and instill confidence to our clients, this position may be perfect for you.


CANDIDATE REQUIREMENTS

  • 5 years of proven experience in the financial services realm (financial adviser, planner, specialist, accountant, or related experience)
  • Capability and desire to demonstrate the Gilbert & Cook Core Values
  • Confidence to provide enhanced communication with clients and strategic partners
  • Strong time management and organizational skills – ability to handle multiple responsibilities and take initiative in a high-volume work environment
  • Accuracy, attention to detail, and timely delivery
  • Ability to explain complex information clearly and simply
  • Ability to think critically through complex client situations
  • Excellent PC knowledge and ability to operate database systems
  • Long-term desire to service clients in the Wealth Management industry
  • Effectively manage and prioritize a substantial number of clients
  • Strong communication and presentation skills
  • Preferred: Bachelor’s degree, CFP certification or interest in obtaining certification

ROLE RESPONSIBILITIES

  • Support Advisor with high-level strategy in relation to client situations
  • Deliver service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to-day administration
  • Enhance client experience by building and maintaining strong client relationships
  • Actively participate in a collaborative team designed to serve the client
  • Think strategically about client situations to identify possible issues and opportunities
  • Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up
  • Participate in client meetings and responsible for documentation of decisions and action item assignments
  • Provide support to Financial Planning team through process completion, and review and maintenance of client deliverables
  • Ability to review and interpret client legal documentation
  • Communicate with clients for administrative inquiries and needs as they arise
  • Accurate and efficient processing of client account transactions
  • Investment account and insurance paperwork preparation including follow-up and confirmation of implementation
  • Training of team members on firm processes and procedures and also acting as a subject matter expert in a specific area
  • Ability to lead a team through various and multiple projects
  • Comply with all industry rules and regulations
  • Provide a holistic approach to client management
  • Proactively helps to resolve issues or concerns
  • This is not a sales role.

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