Relationship Manager

4 weeks ago


Oklahoma City, United States Exencial Wealth Advisors Full time

RELATIONSHIP MANAGER

(Preferred location: Oklahoma, Texas, or North Carolina, flexible)


Exencial Wealth Advisors is seeking a highly motivated, detail-oriented Relationship Manager to join our North Carolina team. This position will provide support to both the Wealth Advisors and Business Development Officers. The successful candidate will possess strong organizational skills, flexibility, exceptional communication skills and the ability to manage multiple projects at once.


PRIMARY RESPONSIBILITIES INCLUDE:

·       Onboarding new clients, creating internal workflows, and following up on escalated items.

·       Offboarding clients

·       Monitor custodial alerts for processing.

·       Work with custodians Fidelity and Charles Schwab

·       Input client information into E-Money, CRM client database including Tamarac and Salesforce

·       Prepare and process all client maintenance requests

·       Provide support for advisors and internal teams

 

 

QUALIFICATIONS AND REQUIREMENTS:

·       Attention to Detail is critical to this role

·       Minimum one (1) to two (2) years’ experience with an RIA firm or in a similar field.

·       Experience utilizing Fidelity Investments Wealthscape, Charles Schwab Advisor Center

Salesforce CRM, DocuSign, and Tamarac, a plus

·       Excellent written and oral communication skills required

·       Professional, personable, tactful, efficient, and self-motivated

·       Collaborative, creative, team player, and problem-solver


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