Client Relationship Manager for Wealth Management Company

2 weeks ago


Lincolnshire, United States BIRK Full time
Job DescriptionJob Description

We are seeking a highly organized individual, must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment. The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. The duties of this role would include, but are not limited to, the following:

  • Client onboarding, including preparation of new account paperwork and client information-gathering,
  • Assists with managing client accounts, which includes preparing and processing client paperwork and transferring funds as needed.
  • Organize and maintain a variety of files, records and databases.
  • Manage calendar, schedule appointments, coordinate meetings and provide exceptional customer service.
  • Ability to maintain confidentiality and exercise discretion.
  • Exposure to multiple advisor practices by providing support to Client Service Coordinators and Managers.

Must have some experience and basic knowledge in the area of finance, income tax, estate planning, financial planning and investments is an advantage. A successful Client Service Associate will need the skills to work effectively independently. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. Possibility working hybrid would be acceptable, once you have established yourself.

The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to handle multiple tasks efficiently. Would prefer someone who has worked in this field before and understands the importance of accuracy of documents and records.

Great Benefits-Retirement plan options-Opportunity for growth and competitive salary. If interested please apply for immediate response

 

 

Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.

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