Client Planning

2 weeks ago

Louisville, United States Talentuition, LLC Full time
Job Description
At Peak Retirement Planners, our only purpose is to help our clients successfully manage and diversify their wealth and secure their financial futures. Our success comes from the desire and instinct to approach every client connection with the goal of building long-term relationships founded more on family than business. Our organization was founded on a set of core values that include collaboration, vision, and trust, and our greatest strength is our team. Every member is vital to our success, and we strive to maintain a culture that offers stability, opportunity, and a sense of pride at the end of the workday. Peak Retirement Planners serves high-net-worth individuals who understand that without a plan, their wealth is at risk and their financial future is uncertain.

As we continue to grow it's critical that we build a team of like-minded and driven individuals focusing on the client and the company collective. In this spirit of teamwork and growth, we are seeking a Client Planning & Relationship Manager to join our team in our Louisville office. We specialize in developing sound retirement strategies, and our Planning & Relationship Manager is often the first point of contact with potential clients. As such, this role is the most important mechanism we possess in creating and maintaining lifelong client connections. This position is ideal for someone who can focus on the details while switching gears often, and who wants to gain experience in financial planning while learning the life cycle of the business.

If you're looking for more than just your next job and want to contribute to an organization with integrity, ambition, and a sincere desire to effect lasting change, please apply today for immediate consideration

Job Responsibilities

  • Help manage front office operations in a small business environment
  • Service client needs as determined through client and/or Financial Advisor interaction
  • Assist Financial Advisor with client communications including phone calls, email, and meetings
  • Build and maintain a positive and professional relationship with client base with the main focus on service, operations, and client satisfaction
  • Act as a primary point of contact for incoming clients and maintain positive relationships with existing client base
  • Assist in developing annual client review materials
  • Maintain accurate and complete client information in database
  • Collect and house all client documentation and other materials with confidentiality and care
  • Act as liaison between content providers and customers
  • Interact with operations team on all case requirements and follow-up
  • Develop and maintain written systems of all activities
  • Participate in daily morning advisor meetings and training
  • Attend all training and information-sharing meetings scheduled for the operations team
  • Attend firm client events when appropriate
  • Adhere to all company and industry supervisory guidelines and policies
  • Other duties as assigned

Successful Candidates Must Have:

  • Bachelor's degree in business administration, accounting, finance, or similar field preferred (or commensurate career experience)
  • Experience working in a professional office environment
  • Experience working with a Financial Advisor
  • Experience working within the Financial Services industry is preferred
  • Knowledge of Financial Advisor office tools (i.e. Orion Redtail, SalesForce.com, Client Works, QuickBooks, Retire Up, E-money, etc. preferred
  • Strong usage of Microsoft Office, including Word, Excel, and Outlook
  • Excellent interpersonal & communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks with precision
  • Analytical and research skills
  • Ability to troubleshoot and problem-solve
  • Desire to provide the highest quality of service
  • High level of attention to detail

What We Offer:

  • Aggressive compensation and opportunity for growth
  • Paid training
  • A workplace with fairness and integrity
  • Ability and encouragement to learn financial planning

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