Senior Client Relationship Specialist
1 week ago
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Profit sharing
Senior Client Relationship Specialist
In this crucial position, you will play a significant role in nurturing and enhancing client relationships for a Registered Investment Advisory (RIA) firm. You will be responsible for guiding a team of client service professionals, ensuring that our clients receive outstanding service and support.
Key Responsibilities:
- Oversee the client service team in daily operational activities.
- Manage client information within financial planning software and develop proficiency with various technology platforms.
- Engage with clients through various communication channels, collaborating closely with the Head of Operations and lead advisors.
- Facilitate new client onboarding and account setup, overseeing the workflow for new accounts.
- Prepare necessary documentation and manage onboarding workflows as required.
- Conduct weekly meetings to assess workflow progress with the team.
- Monitor alerts and notifications, taking appropriate actions to resolve issues.
- Handle cashiering tasks, including processing requests for checks, wire transfers, and ACH transactions.
CRM Management:
- Assist in the creation and upkeep of ongoing action plans.
- Manage daily operational tasks efficiently.
- Generate monthly opportunity reports for review.
Portfolio Management:
- Maintain accurate client data, including billing and contact information.
- Support quarterly reporting requirements.
Compliance Oversight:
- Utilize compliance management software to prepare updates and manage compliance tasks.
- Conduct monthly, quarterly, and annual reporting.
- Prepare regulatory updates as needed.
Qualifications:
- Bachelor's degree preferred.
- Minimum of 4 years of experience in a Wealth Management environment.
- We seek a candidate eager for the next step in their career.
- Professional demeanor in client interactions, both written and verbal.
- Open to learning and constructive feedback.
- Proactive in taking ownership of responsibilities and enhancing client service.
- Excellent communication skills, both verbal and written.
- Adaptable to new technologies and enjoys learning.
- Passionate about providing exceptional client support.
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