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Relationship Manager/ParaPlanner

2 months ago

West Des Moines, Iowa, United States Gilbert & Cook, Inc Full time
Job Title: Relationship Manager/ParaPlanner

At Gilbert & Cook, Inc, we are seeking a highly skilled and detail-oriented Relationship Manager/ParaPlanner to join our team. This role plays a vital part in supporting our Advisors in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships.

Key Responsibilities:
  • Support Senior-Relationship Manager and Advisor in delivering service to clients through meeting material preparation, post-meeting action item execution, and day-to-day administration.
  • Enhance client experience by building and maintaining strong relationships, addressing issues, and ensuring timely communication for administrative inquiries.
  • Actively participate in a collaborative team environment designed to provide holistic client management and deliver high-quality service.
  • Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation and follow-up.
  • Communicate with clients regarding administrative inquiries and needs as they arise.
  • Executing accurate and efficient processing of client account transactions.
  • Preparing investment account and insurance paperwork, including follow-up and confirmation of implementation.
  • Comply with all industry rules and regulations to ensure compliance.
  • Proactively help to resolve issues or concerns in a fast-paced team atmosphere.
  • Actively and productively participate in weekly team meetings.
Requirements:
  • 2 years of proven experience in the financial services realm (financial adviser, controller, planner, specialist, banker, accountant, or related experience).
  • Strong communication and presentation skills.
  • Strong time management and organizational skills – ability to handle multiple responsibilities and take initiative in a high-volume work environment.
  • Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
  • Excellent PC knowledge and ability to operate database systems.
  • Capability and desire to demonstrate the Gilbert & Cook Core Values.
Preferred:
  • degree, CFP certification, or interest in obtaining certification.
  • Microsoft suite of programs with an emphasis on Excel.
  • with a Client Relationship Management system (CRM) or Workflow.