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Client Relationship Manager in Wealth Management

2 months ago

West Chester, Pennsylvania, United States Atria Wealth Solutions Full time
Position Summary

The Client Relationship Manager role at Atria Wealth Solutions presents an exceptional opportunity to contribute significantly to the organization's growth and client satisfaction.

Key Responsibilities
  • Establish and maintain robust client relationships through outstanding service delivery
  • Accurately process new account submissions and financial inquiries
  • Work collaboratively with colleagues and clients to drive business expansion
  • Leverage technology to enhance productivity and manage time effectively
  • Schedule client meetings and ensure meticulous record-keeping
  • Adhere to operational protocols and compliance standards
Required Qualifications
  • High School Diploma
  • Bachelor's Degree is preferred
  • A minimum of 5 years in customer service and financial services
  • Possession of Series 6 and 63 licenses or willingness to acquire them within the initial 6 months
  • Proficient in Microsoft Office Suite
  • Excellent communication and organizational abilities
Additional Attributes
  • Ability to manage multiple priorities in a dynamic environment
  • Reliable and dedicated to achieving high standards
  • Self-driven with a strong commitment to work ethics
  • Passionate about delivering exceptional client service
  • Adept at developing and sustaining client relationships
Work Environment

Moderate noise levels with diverse work demands.

Physical Requirements

Involves typing, computer work, and occasional lifting.

Equal Employment Opportunity

Atria Wealth Solutions is an equal opportunity employer, dedicated to fostering a diverse workplace.

About Atria Wealth Solutions

Atria Wealth Solutions is committed to providing top-tier investment services to its clients and partners.