Client Relationship Manager

Winchester, MA 01890 | Direct Hire

Post Date: 08/08/2018 Job ID: 81722 Specialty: Accounting & Finance

Our client in Winchester, MA is seeking a Client Relationship Manager to join their team. As the Client Relationship Manager, you will work closely with the advisor and other team members to ensure a superior client experience. This includes being responsible for the client onboarding process and supporting documentation to successfully establish investment accounts or a financial plan and prepare for the ongoing relationship. Apply today!

Responsibilities for the Client Relationship Manager:
  • Ensure the high-quality onboarding of new clients or adding additional services
  • Participate in client meetings as necessary to accurately complete account applications, asset transfer forms, beneficiary designations, and associated documents
  • Oversee and manage the asset transfer process
  • Work closely with the Advisor and Investment Analyst/Team to invest client assets according to agreed-upon schedule
  • Ensure accounts are accurately established, clients services are set up correctly and clearly communicated
  • Manage planned client interactions and respond to client requests
  • Participate in client meetings as necessary to prepare agendas and accompanying materials, confirm and document decisions, ensure action steps are completed on a timely basis
  • Draft correspondence and serve as a liaison between advisors and clients to ensure communication and subsequent completion of action steps
  • Work closely with Advisor and Investment Analyst/Team to coordinate investment account activity including communicating trades to clients, updating investment objective documentation, etc.
  • Handle client-initiated changes and transactions including updating beneficiary forms, process incoming contributions, facilitating account distributions, journaling of assets between accounts, etc.
  • Perform analysis and/or conduct research to prepare client specific solutions
  • Assist with research and gain understanding to present insurance needs analysis
  • Prepare routine investment/portfolio research projects including performance reporting, fee analysis, potential tax ramifications of transactions, etc.
  • Assist in the gathering, organizing, and analysis of client data necessary to develop a financial plan including account statements, tax returns, estate planning documents, etc.
  • Work as necessary to develop client specific marketing and education collateral
  • Ensure proper recordkeeping and adherence to policies, processes, and procedures
  • Ensure CRM and related workflow databases are updated accurately and on a timely basis.
  • Ensure desk and online documentation are kept in good order including scanning and faxing client documentation
  • Review client data and files for completeness and accuracy
Requirements for the Client Relationship Manager:
  • Bachelor’ s Degree, business related (finance, accounting, or marketing, etc.) preferred
  • 1-3 years of experience in the financial services industry OR in a similar position (finance, accounting, marketing, etc.) in a related industry
  • Experience in working with LPL Financial an added plus
  • Life Insurance license preferred
  • Series 7 (GSRE) preferred
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                     

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