Client Relationship Manager

2 weeks ago


Greenwich, Connecticut, United States Phaxis Full time
{"Job Title": "Client Advisor", "Job Description": "

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.
Requirements:
  • 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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