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AVP, WM Relationship Manager I
1 month ago
POSITION SUMMARY
The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business).
Under general direction, this individual contributor is r
esponsible for handling daily administration of wealth management relationships in consultation with various team members. This is a more experienced position in the job family and will be responsible for more complex relationships. The relationship manager will strengthen existing relationships by providing efficient and timely client service and problem resolution.
Through ongoing servicing of the clients, this individual will generate referrals consistent with the annual incentive plan to support firm growth.
In this position, the individual will participate in new business development and coordinate the necessary services during the onboarding process.
This individual will have direct communication with the business development officer (Sales) regarding the needs of new clients, and then work closely with other departments (planning, trust, tax, and investments) to meet deliverables.
With respect to both new and existing clients, the relationship manager is responsible for overall client satisfaction and should strive to continuously improve processes and increase efficiency through the use of operational platforms.
In this role, the individual will handle all aspect of financial planning, including preparation of the plan and presentation of the results to clients.
This individual should proactively develop solutions to meet the client's wealth management objectives.Generally maintains the account by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries.
Utilizes wealth management knowledge, experience, and bank resources to identify opportunities for relationship enhancement and to recognize problems and provide solutions.
Incumbent is expected to display professional maturity, judgment and experience. A certain degree of creativity, diplomacy and latitude is required.MAJOR JOB RESPONSIBILITIES
- Works directly with clients and responds to client requests for account information or initiates transactions requested by client.
- Develops financial plans by collecting necessary information from client, entering information into financial planning software, and preparing analysis.
- Maintains a strong understanding of the roles of other departments – portfolio management, tax advisory, and trust administration – so collaboration can easily occur.
- Develops direct working relationships and interacts with internal partners, clients, prospects, and external contacts (attorneys, CPAs, trustees, etc.)
- Attends client and internal meetings as necessary.
- In conjunction with operations, ensures accounts are opened or closed accurately and promptly, collects and values assets, completes documentation, initiates and coordinates all duties associated with a new or terminated accounts.
- Coordinate services, paperwork, and other needs during onboarding process for new clients.
- Initiates proper disbursement of funds as directed.
- Responds to internal and external inquiries resolving discrepancies related to accounts.
- Ongoing, proactive communication and interactions with clients and prospects via telephone, email, Zoom, or in person in order to build and enhance relationships.
- Assists the Department Manager on special projects as required.
- Develops new business from existing relationships, centers of influence and other sources
SUPERVISORY RESPONSIBILITIES
None
SKILLS AND TRAINING
- Excellent client facing service experience and problem resolution skills required.
- Working
knowledge of investments, tax, fiduciary and operations usually acquired through formal education or related experience is required to service clients.
- Working
nowledge of the securities industry, usually acquired through formal training or prior experience, is required to understand and respond to investment issues.
- Strong communications skills (verbal and written), attention to detail, accuracy, ability to multi task and effective time management and organization skills are required.
- Working knowledge of Microsoft Excel, Word and PowerPoint is preferable.
- Strong s
- Working
- Strong o
- Personal computer skills are required for account maintenance activities.
EDUCATION
Bachelor's degree
WORK EXPERIENCE
Relevant 7-10 years of experience in financial planning, client services or related field
LICENSES AND/OR CERTIFICATES
Licenses and Certifications
Certified Financial Planner(R) designation required
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels are usually moderate. May require travel to client and other non-bank locations.
HAZARDS
Only those present in a normal office setting and those associated with driving a motor vehicle.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization.
We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
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