Client Relationship Manager

2 weeks ago

Villa Park, United States Soltis Investment Advisors Full time

Soltis Investment Advisors provided pay range This range is provided by Soltis Investment Advisors. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $65,000.00/yr As a highly ranked Retirement Plan Advisor and Top RIA firm, Soltis Investment Advisors is looking to hire a full-time, energetic and driven Client Relationship Manager. They will be joining our high-performing Customer Care Team. This role offers a chance to advance your career in wealth management, and better your understanding of the financial industry. As a Client Relationship Manager, your problem?solving skills and attention to detail are essential in supporting the Customer Care Team and assisting with new client onboarding. You will actively seek ways to enhance systems and streamline processes, promoting a culture of open communication and teamwork for the benefit of all stakeholders. Job Responsibilities Develop and maintain client relationships Facilitate client onboarding Provide various wealth management services Utilize Office 365, DocuSign, and other industry software Ensure high levels of client satisfaction Knowledge, Skills, Abilities Detail-oriented Professional conduct and demeanor Self?motivated Compliance?minded Strong problem?solving skills Ability to work effectively in a team environment Qualifications Seeking a dedicated individual for a technical role that requires training, regardless of prior industry knowledge. 1?2 years industry experience preferred but not required. Our Investment In You We provide a range of workforce opportunities: Benefits Package - see list below Competitive Salary based on experience Professional Growth & Training opportunities Opportunities for advancement. Pay: Commensurate with Experience Health Insurance: Multiple health plan options with employer premium coverage for health, dental, and vision insurance. Retirement Savings: Employer?matched retirement plan, fully vested, with covered administration and management fees. Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service. Parental Leave: Paid maternity and paternity leave. Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service. Additional Information Full Time or Part Time: Full Time Work Schedule Summary: Monday Friday, 8 AM to 5 PM Seniority level Entry level Employment type Full-time Job function Sales and Business Development Referrals increase your chances of interviewing at Soltis Investment Advisors by 2x. #J-18808-Ljbffr

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