Relationship Manager
1 month ago
About Magellan Financial & Insurance Services, Inc.
We are a rapidly expanding, independent Registered Investment Advisor (RIA) offering a comprehensive turnkey asset management platform to financial advisors nationwide. Our forward-thinking culture and collaborative work environment make us a great place to cultivate your skills and advance your career.
Position Overview: Advisor Services Relationship Manager
This critical role plays a pivotal part in maintaining operational efficiency, delivering outstanding customer service, and managing key relationships between our Advisor partners and back-office operations. Reporting directly to the Director of Operations, you will be the primary liaison between our Advisor partners and our team.
Key Responsibilities:
- Build and nurture strong relationships with Advisor partners by providing exceptional customer service and back-office support.
- Manage personal and support email inboxes, ensuring timely and professional responses.
- Open new accounts, handle asset transfer requests, and manage other investment account-related tasks.
- Communicate investment instructions to the Trading team through CRM documentation.
- Ensure documents are accurate and complete.
- Process cashiering requests, including journal transfers and contributions to client investment accounts.
Required Qualifications:
- A minimum of 1 year of experience in administrative or customer service roles.
- Proficiency in Microsoft Office, especially Outlook and Excel.
- Strong communication skills and the ability to work independently or as part of a team.
- Exceptional attention to detail and organizational skills.
- Ability to perform well under pressure and adapt to dynamic environments.
- A genuine interest in learning and advancing in the financial services and investment management industry.
Preferred Qualifications (Not Required):
- Bachelor's degree.
- Experience within an RIA or similar financial organization.
- Familiarity with custodial platforms such as TD Ameritrade, Schwab, Fidelity, and Pershing.
- Experience using Orion and/or Salesforce.
Position Details:
- Job Type: Full-time, on-site in Phoenix, AZ
- Salary: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health, dental, vision, and life insurance
- Paid time off
- Retirement plan
Schedule:
- Monday to Friday
- No nights, no weekends
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