Relationship Manager

2 weeks ago


Fort Collins, United States Royalty Staffing Full time
We are seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations.

Main Duties:

  • Act as the main point of contact for handling client service queries and resolving issues.
  • Address client requests, provide support, and offer financial investment advice in line with team philosophy
  • Create and maintain each client’s financial plan while handling investment-related paperwork, including applications and withdrawal requests
  • Stay informed on market conditions relevant to client objectives
  • Support the Operations Team under the guidance of the Operations Manager
  • Familiarity with Fidelity systems is a plus

Requirements

Preferred Experience:

  • Bachelor's degree in finance or a related field
  • 5+ years of experience in wealth management
  • Relevant certifications such as CFP, CIMA, or CFA are advantageous
  • Series 65, 7, and 66 certifications are preferred


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