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Client Relationship Manager

4 months ago

Doylestown, United States Transcend Practice Management Full time
Job DescriptionJob Description

LICENSED CLIENT RELATIONSHIP MANAGER
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
Location: Bethlehem, PA
Status: Full-time, in office (MUST BE ABLE TO COMMUTE TO BETHLEHEM, PA DAILY)
Compensation: $70,000 to $80,000

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is our calling and privilege

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Relationship Manager to the team who will support the firm’s Wealth Advisors. The attributes that we are looking for in a teammate include:

  • Insistent attention to detail
  • Passionately committed to serving and caring for other people
  • Self-directed time management and prioritization capabilities and outstanding organizational skills
  • Ability to self-start, take initiative, and be proactive
  • Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
  • Superior organizational skills
  • Excellent communication skills
  • Ability to multitask and manage multiple projects as once with efficiency and accuracy


As a Client Relationship Manager, you can expect to:

  • Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act
  • Intake, screen, organize and process all that you are able, focus the leader’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
  • Stay apprised of all client meetings and ongoing activities, keeping up to date on the lead advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
  • Demonstrate ability to interact professionally with clients and prospects by phone and in person
  • Interact well with other office personnel, support associates, and other third-party affiliations
  • Maintain client and office files
  • Process new account paperwork, including preparation, transfer, and database updates
  • Maintain procedures for client service effectiveness, including but not limited to coordination and maintenance of client relationship management system and client processing system
  • Assist in client appointment preparation
  • Effectively manage Advisor’s calendar
  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
  • Maintain client data integrity in CRM and Client Data processing programs
  • Prepare mailings and other communications in a timely manner
  • Assist clients with contribution and distribution requests
  • Complete all required training in a timely manner and recommend any additional training needed to be up to date and more effective with responsibilities
  • Strict adherence to client confidentiality policies and guidelines
  • Working knowledge of MS Excel, Word, and PowerPoint
  • Other duties as assigned


Qualifications for this role include:

  • College degree is required
  • FINRA Series 65 required (Series 7, 66, or 63 a plus)
  • Minimum of three years of experience in an administrative or client service role in the wealth management or related field is required
  • Minimum of two years of experience in a client-facing role is required
  • Excellent communication and relationship management skills
  • Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
  • Superior organizational skills
  • Technology-forward
  • Internet savvy
  • Ability to adapt


Get in touch today so that we can get to know you As a Client Relationship Manager, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to our client as an advocate for their hopes and dreams.

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Company DescriptionWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting youCompany DescriptionWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you