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Client Relationship Manager for Ria
4 months ago
**Responsibilities include but are not limited to the following**:
- High-touch client service and daily use of the Schwab Advisor Portal
- Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
- Ensure client information and documents are kept current
- Schwab account onboarding
- Assist in the creation and production of materials needed for client meetings
- Add and maintain client data in Client Management System
- Assist in the preparation and distribution of client reports
- Assist in the preparation of client and prospect presentations
**Qualifications**:
- 3+ Years of experience in Wealth Management or Financial Services
- Series 65 preferred
- Comprehensive real working experience with Schwab Advisor Center a must
- Strong work ethic and drive to learn and contribute in a fast-paced performance-driven environment
- Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication
- Proficient in Microsoft Office with an emphasis on Excel and PowerPoint
- Advanced experience with Microsoft Excel is preferred
- Experience with Orion is a plus
- Experience with iCapital is a plus
- Experience trading is a plus
- Experience with money movement is a plus
- Must have a customer-centric attitude with a commitment to doing what is right for the client
- Ability to work independently
- Ability to manage multiple tasks and deadlines well
**Location**: Pasadena, CA. This is not a remote position.
**Company, Salary & Benefits Information**:
- Part of a privately held financial and insurance services firm in business for more than 50 years.
- Good work environment.
- Strong team atmosphere.
- Strong benefits package.
- Flexible work schedules.
- Salary range $85,000 - $95,000, Starting salary commensurate with experience.
**About Us**
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
