Client Communications Director

1 week ago


Colchester, United States Phraction Management LLC Full time
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance

About Phraction Management LLC

Phraction is a registered investment advisory firm headquartered in Stamford, CT and Colchester, CT which provides investment management services, manager selection services and family office consulting to select UHNW clients. Please see the firms regulatory disclosures and related information via IARD here.

Responsibilities
Phraction is seeking a Client Communications Director to bridge connections between clients and the firm. The main reporting office for this role will be in the Colchester location.

Ongoing responsibilities will include, but are not limited to:

Household Advocate / Coordinator / Liaison / Planner
Collate and deliver wholistic progress reports to clients by collaborating with relevant Phraction service teams
Build relationships with clients via consistent outreach to discuss open items, ongoing tasks, completed projects and future goals
Synthesize internal priorities and assignments based upon client communication and feedback
Coordinate services, offerings and resources to achieve client needs
Maintain household specific service calendar to enhance client experience
Ensure delivery of firm outputs and receive input upon receipt
Participate in client meetings to actively learn needs and enhance niche household knowledge
Foster trusted connection with clients to increase and monitor satisfaction levels

Business Development
Curate household specific internal business plan which balances servicing bandwidth, client satisfaction and revenue margins
Strengthen existing relationships and consider organic growth opportunities
Use existing network to evaluate, track and outreach to potential new opportunities
Systems
Develop repeatable and scalable process to achieve position responsibilities
Structure IT capabilities to further organize, streamline, improve efficiencies and automate

General Operations & Business Administration
As needed, and as bandwidth allows

Qualifications
Financial Services Experience Required, Series 65 License or equivalent preferred.
Strong organizational skills
Relentless consistency
Attention to detail
Process driven
Effective verbal and written communication skills
Adaptable to change
Ability to multi-task
Capacity to work both independently and as a part of a team

Benefits
Eligibility to participate in company sponsored retirement plan
Medical, Dental, Vision, LTD, STD and Group Life Benefits offered
Flexible hybrid work environment
Generous PTO Policy
Healthy work life balance
Competitive salary with bonus opportunities
Career advancement opportunities



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