Client Relationship Manager

1 week ago

Brea, CA, United States Raymond James Financial Services Full time
Job Description

Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side

Essential Duties and Responsibilities
  • Manage and deepen client relationships with effective communication and personalized attention in every interaction
  • Support the firm's growth
  • Enter trades, orders, and rebalances as requested
  • Schedule, attend, and facilitate client meetings
  • Manage referrals effectively
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Participate in marketing efforts including seminars and other client-facing events
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge, Skills, and Abilities

Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)
Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility


Blunt Wealth Services and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience
General Experience - 3 to 6 years

Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range
$80,000.00-$110,000.00

Travel
Less than 25%

Workstyle
Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-LS1

  • Relationship Manager

    1 day ago

    Brea, CA, United States Fidelity Investments Full time

    Job Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...

  • Relationship Manager

    1 day ago

    Brea, CA, United States Fidelity Investments Full time

    Job Description:Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...

  • Relationship Banker

    2 weeks ago

    Brea, CA, United States Bank of America Full time

    Relationship Banker - Orange County North Market Anaheim, California;Orange, California; Brea, California; Yorba Linda, California; Pomona, California; Orange, California; Fullerton, California; Placentia, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must...

  • Relationship Banker

    1 week ago

    Brea, CA, United States Bank of America Full time

    Relationship Banker - Orange County North Market Anaheim, California;Orange, California; Brea, California; Yorba Linda, California; Pomona, California; Orange, California; Fullerton, California; Placentia, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must...

  • VP, Client Banking Manager

    1 week ago

    Brea, CA, United States Banc of California Full time

    Description BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services...

  • VP, Relationship Manager

    1 day ago

    Brea, CA, United States Banc of California Full time

    Description BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services...

  • Tax Manager

    2 weeks ago

    Brea, CA, United States Aldrich Full time

    Job Type Full-time Description Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in the Construction industry. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a...

  • Manager, Account Management

    1 day ago

    Brea, CA, United States Yami Full time

    Job Description About Yami: Founded in 2013, Yami's mission is to bring the world closer for everyone to experience and enjoy. We make it easy to discover exciting flavors and trending products from Asia. Named Inc. Magazine's fastest growing start-up on the "Inc. 500 List.", we're committed to connecting people with authentic food, beauty, home, and...

  • WarmHearted Caregiver Needed For Elderly Client

    2 weeks ago

    Brea, CA, United States Right at Home Central Orange County, CA Full time

    Benefits: Competitive salary Dental insurance Health insurance Training & development Vision insurance Flexible schedule PLEASE NOTE -- ANY age groups are welcome on our team!! 20s to 80s!! If you have a heart for helping others, we want to talk to you! Right at Home has elderly clients in the Fullerton area who need your kindness and caring nature to help...

  • WarmHearted Caregiver Needed For Elderly Client

    2 days ago

    Brea, CA, United States Right at Home Central Orange County, CA Full time

    Benefits: Competitive salary Dental insurance Health insurance Training & development Vision insurance Flexible schedule PLEASE NOTE -- ANY age groups are welcome on our team!! 20s to 80s!! If you have a heart for helping others, we want to talk to you! Right at Home has elderly clients in the Fullerton area who need your kindness and caring nature to help...