Relationship Manager

Job Description

Job Description

We are looking for a dedicated Relationship Manager to join our client's investment advisory team in the Twin Cities This position works closely with the Wealth Advisor and plays an important part in strengthening client relationships, coordinating service needs, and contributing to a high-standard wealth management experience. The ideal candidate brings professionalism, strong communication skills, and a genuine interest in helping clients feel confident about their financial future.

Responsibilities:

•      Establish and nurture strong relationships with clients to understand and address their financial goals and needs.

•      Provide comprehensive support to Wealth Advisors by assisting with client services.

•      Manage investment accounts and ensure accuracy in financial documentation and reporting.

•      Collaborate with team members to share insights and improve firm processes and client outcomes.

•      Uphold compliance standards and follow policies and procedures to maintain operational integrity.

•      Assist clients with inquiries related to financial planning and investment strategies.

•      Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.

•      Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.

•      Ensure a high level of customer satisfaction by consistently delivering precise and timely service.

• Bachelor’s degree, preferably in Finance or a related field.

• Minimum of 2 years of experience in wealth management or the financial industry, ideally in a similar role.

• Series 7 certification or actively preparing to obtain it.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Strong verbal and written communication skills.

• Above-average organizational skills with attention to detail.

• Ability to work collaboratively and build positive relationships with clients and colleagues.

• Passion for delivering exceptional customer service and assisting clients in achieving financial security.