Client Relationship Manager
1 week ago
The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor relationships, presenting relevant materials to clients or team members, and other basic administrative duties. This position requires excellent organizational skills, a commitment to providing friendly and professional client services, and the ability problem-solve while adhering to regulatory requirements. The role also involves learning about investment products and the legal and legislative rules governing qualified, corporate retirement plans.
Cerity Partners is excited to open a new office location on O'ahu. This role will be hybrid and based out of Honolulu.
Primary Responsibilities
- Basic preparation of client forms and financial reports for client meetings.
- Presentation of relevant materials to clients on a quarterly or semi-annual basis
- Provide ongoing support to clients while ensuring requests/needs are managed in a timely manner
- Maintaining accurate client records as needed
- Develop knowledge of investment accounts, products and the forms required to transact business.
- Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner.
- Ongoing maintenance and quality control of CRM.
- Organize advisory team meetings and events.
- Collaborate with other departments to improve general processes, receive/provide feedback as needed.
- Maintaining communication and coordinating services with 3rd party vendors
- Receive client calls and resolve questions/issues as needed.
- Execute client appreciation and retention activities.
- Providing account and regulatory/legislative updates in a timely manner
- Ability and willingness for local and extended travel, as needed
- Bachelor's degree
- 2 - 5+ years of experience
- Demonstrate strong and effective communication, organizational and time management skills.
- Comprehensive knowledge of investment accounts, products and the forms required to transact business.
- Ability to work in a team based/collaborative environment.
- Must accept and thrive in a fast-paced, changing environment.
- Interest in applying for/maintaining ongoing or continuing education credentials
- Demonstrate proficiency with Microsoft 365, Adobe, Salesforce, Zoom
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
$60,000-70,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance - day 1
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
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