Relationship Manager

Cyndeo Wealth Partners is a rapidly growing Registered Investment Advisor (RIA), in St. Petersburg, FL and Lake Mary, FL offering financial planning and wealth management services. Our firm serves high net worth clients in a family office-like environment. “Family” is an important word at Cyndeo as we strive to treat and welcome both clients and employees like Family. Summary of the position We seek a passionate, self-starting and motivated team player to join our firm in the role of Relationship Manager. The Relationship Manager is a member of the Client Service organization that includes approximately 6 RM’s. The Relationship Manager works with Advisors to support the day to day needs of our clients. Responsibilities Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities Providing excellent client service by performing tasks timely, accurately and with clear follow-up with the client Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications Using problem solving skills to create solutions for clients and advisors Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner Monitoring and resolving daily time sensitive activities Utilizing internal contact management system (Salesforce) for documentation of client data and tasks Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client Preferred Skills/Experience Experience in the Wealth Management industry in a similar role RIA preferred, however big brokerage firm experience is acceptable as well Management experience/leadership skills a positive Ability to learn and become proficient in a fast paced, process-driven environment Strong oral and written communication with a professional demeanor Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite Experience working daily with a workflow technology system (Salesforce) Experience with Fidelity and/or Schwab a positive Prior experience with Salesforce and Black Diamond Bachelor's degree preferred Attention to detail and organizational skills Ability to handle multiple priorities and requests from advisors and clients Persistence in follow up to accomplish objectives Positive frame of mind with a resilient attitude #J-18808-Ljbffr