Client Relationship Manager
2 weeks ago
At Phaxis, we are seeking a skilled Client Advisor to join our team of experienced professionals. As a Client Advisor, you will play a critical role in developing and maintaining strong relationships with our clients, providing exceptional service and support to meet their unique needs.
Key Responsibilities:- Client Service:
- Communicate effectively with clients and their advisors to understand their needs and preferences.
- Provide timely and thorough responses to client inquiries.
- Attend client meetings, document issues discussed, and coordinate follow-up actions.
- Account Administration:
- Oversee account opening and closing procedures, reviewing related documents and account transactions.
- Review and understand client wills, trusts, and governing documents to ensure administration is in accordance with their requirements.
- Establish necessary automated reminders and follow through on tasks.
- Investment Management:
- Assist Senior Client Advisors in investment management activities, including implementing investment objectives, rebalancing accounts, and executing trades.
- Monitor daily internal reports and work with the account team to resolve any issues.
- Trust Administration:
- Prepare initial and annual trust reviews and requests for discretionary distributions from trusts and for special investments in trust.
- Make required distributions from trusts and foundations.
- Bachelor's degree in a relevant field and 4-7 years of related business experience.
- Excellent writing and presentation skills.
- Demonstrated leadership and teamwork qualities.
- Ability to organize, complete multiple tasks within deadlines, and maintain accuracy.
- Series 7, Series 63 license desired. CTFA, CFP, or CFA is a plus.
We offer a competitive compensation package, including great company-paid benefits, a generous bonus, and 401k contributions.
", "Company": "Phaxis"}-
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