Client Relationship Manager

4 weeks ago

Provo, United States Hudson Oaks Wealth Management Full time
Job DescriptionJob DescriptionPosition Title: Client Relationship ManagerDepartment: OperationsLocation: In-Person at 412 W Rivers Edge Dr. Provo, UT 84604 (Kiln Provo); hybrid work of 1 day/week WFH may be allowed after a 3-month probationary period, based on performance and availability at managerial discretion.Classification: Full-Time (40 hours per week); Nonexempt Job Overview: As the Client Relationship Manager, you will maintain and nurture client relationships through new account onboarding for new clients and servicing existing relationships. Working closely with senior investment professionals, you will be directly involved in day-to-day case management and client communications, always with the client's best interests in mind. The purpose of this role is to support the advisor team and operations team with workflow, pipeline, and project management.Company Overview: Hudson Oaks Wealth Management is a financial planning firm dedicated to delivering top-tier investment solutions while prioritizing an exceptional client experience. We take pride in our commitment to excellence, integrity, and the highest level of client satisfaction. As the firm's CRM, you'll be an integral part of a dynamic team that is dedicated to achieving excellence in client experience, growing the firm, and developing ourselves to be the best in our areas of expertise. We offer competitive compensation, professional development opportunities, and a supportive work environment that empowers your growth. We are proudly "anti-corporate" in how we operate - we can be flexible in our product offerings and solutions, and we support you in having full ownership of your role. We work hard and go the extra mile for our clients and team. Essential Job Functions: Obsessive attention to detail. Capable of managing multiple tasks in an efficient and organized manner. Strong written and oral communication skills. Ability to learn and adapt to change quickly. Showing initiative with new ideas and creative solutions. Primary Responsibilities:

  • Organizational Excellence: Maintain accurate and up-to-date records of new account onboarding documents, client interactions, and portfolio performance. Ensuring your files and inbox are organized and kept clean. Ensure the timely and precise filing of all relevant documents.
  • Detail-Oriented Approach: Review and prepare onboarding and account maintenance documents, information-gathering worksheets, and other forms as needed with meticulous attention to detail, identifying potential risks and opportunities that impact the client's experience. Conduct thorough research and analysis to assist our planners in making informed investment decisions that align with our clients's financial goals.
  • Proactive Contribution: Anticipate the needs of the investment team and take the initiative to streamline processes, improve workflows, and enhance efficiency—all with a focus on delivering a seamless and exceptional experience for our clients.
  • Decisive Decision-Making: Collaborate with investment professionals to evaluate client needs and present well-researched recommendations that align with their goals and desired outcomes. Participate in discussions, offering valuable insights that contribute to making informed and client-centered decisions.
  • Client Engagement: Engage with clients in a professional, attentive, and empathetic manner. Address their inquiries promptly, provide timely updates on cases, and actively listen to their needs to build lasting relationships based on trust and exceptional service.
  • Marketing Opportunities: Write engaging materials for our websites, client correspondence, and social media pages. Collaborate with team members to craft content that leads to introductions and supports existing client relationships.
Qualifications:

  • Exceptional organizational skills with the ability to manage multiple tasks and deadlines effectively.
  • Proven track record of maintaining a high level of detail orientation in various tasks.
  • Demonstrate a proactive and solution-oriented mindset, always seeking ways to enhance the client experience.
  • Strong analytical and decision-making abilities, consistently aligning with clients' best interests.
  • Excellent written and verbal communication skills, conveying complex concepts clearly to clients.
  • Professionalism, integrity, and a commitment to maintaining client confidentiality.
  • Relevant certifications, degrees or degree paths, and experience are a plus.
Core Competencies:

  • Microsoft Office Knowledge - Outlook, Word, Excel, PowerPoint
  • Adobe Knowledge
  • Clear Communication Skills
  • Natural Organization Skills
  • Extremely High Attention to Detail
  • Ability to Self-Manage (We will train and support you, but we expect you to become more independent as you learn your role.)
  • Ability to learn, understand, and apply process-based thinking.
  • Living Our Core Values: Integrity, Reliability, Respect
  • Confidently Owning Your Role

Day-to-Day: As a general example, a day as the CRM could entail combinations of the following: Responding to client emails, texts, and phone calls. Managing the advisor's calendar, booking client appointments, events, and lunches, confirming appointments, and sending birthday communications. Reviewing alerts from cases in progress and responding as needed to ensure things are moving forward. Completing new account onboarding for investment accounts, insurance policies, annuities, alternative investments, and other types of new business. Following up with clients on items needed, reminding them to sign paperwork, or providing case updates. Servicing existing accounts and lines of business - for example, moving money to bank accounts, updating addresses, updating beneficiaries, or sending details like account balances and statements to clients. Shopping for client and COI gifts, wrapping and delivering gifts, and maintaining records of gifting. Sending hand-written cards to new prospects and clients. Working on firm-related projects - things like updating our internal forms, creating new email templates, or recording new training videos.Compensation & Benefits:Compensation (based on experience)

  • $22-25 Hourly rate, depending on experience.

Benefits (eligible after a 3-month probationary period):
  • 401(k) with Employer Match
  • Group Life and Disability Insurance
  • Monthly Health Stipend
  • Free Team Lunch each week
  • Office-hosted mini-events throughout the month
  • Quarterly team activities (recent activities: pottery lesson, base jumping simulator, and golf)
To apply, please click below to complete the application. References are required.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for the successful execution of this role. Duties, responsibilities, and activities may change, or new ones may be assigned, at any time with or without notice. If you are reading this, send an email to info@hudson-oaks.com with the word excellence to really get our attention. Hudson Oaks Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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