Job Title:
Relationship Manager
Job Code:
5629LT
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Apr 22 2021
Responsibilities:
Reputable Boston wealth management firm is searching for a Relationship Manager to join their team. This individual is responsible for the management and monitoring of the clients' needs ensuring a positive client experience while working with multiple teams to ensure all commitments are completed and followed through in a timely manner. The Relationship Manager will need to be proactive, exhibit high standards, excellent written and verbal communication skills, and need to be able to pivot between projects with a keen attention to detail.

Position Responsibilities:
  • Actively participate in all assigned Advisor client meetings
  • Actively document all notes and action items during client meetings and ensure all commitments made by the Advisor are being completed in a timely manner
  • Review assignments for each client and work directly with team members to ensure all follow-up and action items as the result of client meetings are documented in the CRM and completed within the specified time frame
  • Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients
  • Manage suitability documentation for client investments
  • Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendations to ensure quality standards, including full and fair disclosure. Initiate, process and follow-up on new business, including the accurate completion of the onboarding process
  • Act as the primary point of contact for all client interactions, working with team members to ensure a timely response to all client questions and concerns
  • Establish and maintain positive relationships with existing clients to ensure satisfaction

Qualifications:

Position Qualifications:
  • Bachelor's Degree
  • 3+ years working in client service role with a comprehensive knowledge of the financial service industry
  • Proficient in Microsoft Office
  • Experience in Dynamics 365 or other CRM and Tamarac suite of products highly desired
  • Excellent customer service, verbal and written communication skills
  • Professional and articulate with a strong attention to detail
  • Demonstrated analytical ability, good judgement, problem solving, responsibility, personal integrity, and is able to deal with confidential information on a daily basis
Required Years of Experience:
3
Additional Info:
For more information contact: Lynn Tyburski (617) 728 - 4100 | lynn@fanning-boston.com
Salary Range:
$70,000- $75,000
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