Jr. Relationship Manager

6 days ago

Glastonbury, United States Symmetry Partners Full time
Job DescriptionJob Description

Junior Relationship Manager

Job Summary

Symmetry Partners is looking for a self-starting problem solver with a strong sense of service excellence who can think critically and enjoys building professional relationships.  Our Relationship Managers partner with a member of our sales team to help build strong working relationships with our advisors.  This position is responsible for handling advisor calls, managing email requests and researching matters.  The role requires familiarity with financial services concepts, as well as a breadth of experience in providing excellent service.

Core Responsibilities:

  • Supports registered financial advisors and their staff.
  • Assists with paperwork to establish new accounts and service requests.
  • Works with multiple investment custodians to advocate for the advisors and their staff.
  • Collaborates with the sales team to help assist them with onboarding advisors and other tasks.
  • Works internally with multiple departments including Operations, Marketing, Investments etc.


Qualifications & Experience:

  • Excellent relationship management aptitude, with demonstrated problem solving and critical thinking abilities. 
  • Proactive, detail-oriented, strong organizational and communication skills with a proven ability to build and maintain business relationships.
  • Solid working knowledge of MS Office including Word, Excel and Outlook.
  • Bachelor’s degree in a business discipline and/or 1-2 years’ relationship management experience in the Financial Services/Investment Industry preferred.
  • Ability to work with multiple Financial and custodial platform systems.
  • General knowledge of Envestnet and Orion Advisor Services financial platforms are a plus.

 

Symmetry offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program, and the opportunity to work in an exciting, fast paced environment.

This position is hybrid requiring three days in our Glastonbury office and 2 days remote. Subject to change at management's discretion based on business and operational needs.

 www.symmetrypartners.com

 

Company DescriptionSymmetry Partners provides independent Financial Advisors with a complete business solution, including Evidence-Based investment strategies and operational services and support. To help Advisors deliver a better client experience, we also provide marketing, technology, and business consulting.

Symmetry offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program, and the opportunity to work in an exciting, fast paced environment.
www.symmetrypartners.comCompany DescriptionSymmetry Partners provides independent Financial Advisors with a complete business solution, including Evidence-Based investment strategies and operational services and support. To help Advisors deliver a better client experience, we also provide marketing, technology, and business consulting.\r
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Symmetry offers competitive salaries and benefits that include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401k, Medical and Dependent Care Flexible Spending Accounts, Paid Time Off, Employee Assistance Program, and the opportunity to work in an exciting, fast paced environment.\r
www.symmetrypartners.com

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