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Internal Wholesaler/Relationship Manager
2 months ago
**About the Role**
We are seeking a highly motivated and experienced Internal Wholesaler/Relationship Manager to join our team at International Search Consultants. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, driving business growth, and providing exceptional customer service.
Key Responsibilities:
- Coordinate quarterly, semi-annual, annual, and ad hoc client meetings, including preparation of performance and holdings reports.
- Attend client meetings, communicate portfolio positioning, performance, and investment outlook.
- Administer all aspects of client accounts, including opening, maintenance, and documentation.
- Provide excellent client service in all aspects of the client relationship.
Client Account Support:
- Open client accounts and provide ongoing client access support.
- Support client account activity and client statement inquiries.
- Asset transfer and money movement.
- On-line access support.
- General client support.
Business Development:
- Drive mutual fund growth through expanding institutional and individual relationships.
- New business presentation preparation.
- Assist with business development events, including client seminars and networking events.
- Cultivate new business development leads through community engagement.
- Manage Salesforce records.
Requirements:
- 4-year degree from a recognized University.
- CFP preferred (or desire to obtain).
- Series 7 & 66.
- Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint.
- Experience with Addepar (desired, not required).
- Experience with Schwab and Fidelity.
What We Offer:
As a valued member of our team, you will have the opportunity to work with a dynamic and growing organization, with a competitive compensation package and a collaborative work environment.
