JobTitle

Job Title

Relationship Manager

JobCode

Job Code

6980

JobCategoryName

Job Category

Investment Management

JobTypeName

Job Type

Permanent

JobLocationName

Job Location

Boston - MA

PublishOnDate

Date Posted

Sep 22 2022 12:00:00:000AM

ExpireOnDate

Expires On

Oct 22 2022 12:00:00:000AM

Responsibilities

Responsibilities

 •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. 

Qualifications

Qualifications

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. 

RequiredYearsOfExperience

Required Years of Experience

3

AdditionalInfo

Additional Info

SalaryRange

Salary Range

75-85k