Relationship Manager

4 days ago

West Des Moines, Iowa, United States Gilbert & Cook, Inc Full time
About the Role

We are seeking an experienced Relationship Manager to join our team at Gilbert & Cook, Inc. in West Des Moines, Iowa. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and building strong relationships with our clients.

Key Responsibilities
  • Support advisors in delivering service to clients through meeting material preparation, meeting attendance, post-meeting action item execution, and day-to-day administration.
  • Enhance client experience by building and maintaining strong client relationships.
  • Actively participate in a collaborative team designed to serve the client.
  • Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up.
  • Participate in client meetings and responsible for documentation of decisions and action item assignments.
  • Communicate with clients for administrative inquiries and needs as they arise.
  • Accurate and efficient processing of client account transactions.
  • Investment account and insurance paperwork preparation, including follow-up and confirmation of implementation.
  • Comply with all industry rules and regulations.
  • Provide a holistic approach to client management.
  • Proactively helps to resolve issues or concerns.
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: Bachelor's degree, CFP certification or interest in obtaining certification.

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