Job Title:
Relationship Manager
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022

•Actively participate in all assigned client meetings.

•Demonstrate the ability to escalate potential client issues to firm as appropriate.

•Actively document all notes and action items during client meetings and ensure all commitments made by the firm 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.

•Initiate, process, and follow-up on new business, including the accurate completion of the onboarding process.

•Act as a point of contact for 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.

  • A Bachelor's degree is required
  • Minimum of 3 years working in a client service
  • Comprehensive knowledge of financial industry
  • Demonstrates analytical ability, good judgement, problem solving, responsibility, personal integrity, and is able to deal with confidential information on a daily basis
  • A self-starter with a strong sense of ownership, positive professional attitude, and demeanor
  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook)
  • Experience in Dynamics 365 or other CRM and Tamarac suite of products highly desired
  • Excellent customer service, oral and written communication skills.
  • Professional and articulate with strong attention to detail.
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion.
  • Excellent time management, strong organizational skills, ability to prioritize multiple tasks and anticipate potential problems.
Required Years of Experience:
Salary Range:


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