Client Relationship Manager

Winchester, MA | Direct Hire

Post Date: 05/30/2017 Job ID: 78670 Specialty: Accounting & Finance

Our client in Winchester, MA is seeking a registered Client Relationship Manager to join their team. As a Client Relationship Manager, you will be actively involved in supporting the sales and service of investment and insurance products to clients. You will be accountable for assisting in the achievement of team goals as designed by management. Apply today!

Responsibilities for the Client Relationship Manager:
  • Assist with office operations including answering phones, greeting clients and screening calls
  • Process account trades at direction of Financial Advisor
  • Process required paperwork for investment transactions; interact with broker-dealer
  • Collect appropriate documentation to set up new accounts
  • Input data into certain online financial planning tools or other order entry software
  • Educate clients on services
  • Schedule meetings and appointments
  • Provide compliance and marketing support
Perks for the Client Relationship Manager:
  • Wellness facility with onsite fitness classes
  • Healthy meal choices
  • Walk-in clinic
  • 401k match
  • ESPP (Employee Stock Purchase Plan)
  • Employee discounts
  • Paid holidays and paid time off (including time to volunteer
Requirements for the Client Relationship Manager:
  • 1-3+ years of client service or financial industry experience
  • Bachelor’ s Degree
  • Series 7 and 63 license required
  • Highly detail oriented; desire to deliver superior client service
  • Ability to multi-task with high degree of accuracy
  • Has excellent phone manners and interpersonal communication skills
  • Highly ethical team player
  • Ability to learn and accept standard operating procedures and compliance regulations
  • Proficiency with Microsoft Office (especially Excel)
  • Must be eligible to work in the U.S. without sponsorship                     


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