Advisory Relationship Manager
7 days ago
At Guerra Wealth Advisors, we're driven by a passion for delivering exceptional client experiences and building lasting relationships. Our team of experienced professionals is dedicated to helping clients achieve their financial goals, whether it's growing their wealth, protecting their assets, or creating a secure financial future.
Job Description
The Client Onboarding Specialist will play a key role in our onboarding process, working closely with new clients and internal teams to ensure a seamless transition into our system. This individual will possess excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues alike. They will also be highly organized, with a keen eye for detail and the ability to analyze complex data and metrics.
Key Responsibilities:
- Develop and implement effective onboarding processes and procedures, ensuring compliance with regulatory requirements and internal policies.
- Build strong relationships with new clients, providing exceptional customer service and ensuring their needs are met throughout the onboarding process.
- Collaborate with advisors and internal teams to ensure accurate and timely completion of onboarding documentation and other administrative tasks.
- Analyze data and metrics to identify trends and areas for improvement, contributing to ongoing process enhancements and quality control measures.
Requirements
For this role, we're seeking someone with a strong background in finance or a related field, excellent communication and interpersonal skills, and the ability to work collaboratively within a team environment. A competitive salary range of $62,000 - $77,000 per year, plus a comprehensive benefits package, is offered to the successful candidate.
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