Relationship Manager

Overview

We are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company's core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.

Summary of Duties

• Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed)
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances
• Managing the advisor's calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Schedule client and internal preparation meetings
• Coordinate asset transfers and rollovers for existing accounts
• Collaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposals
• Executing money movement transactions at the request of the client and/or financial advisor team
• Enter and maintain client information in our CRM and client files
• Pre-fill account documentation on client accounts and/or documents
• Educating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team
• Enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisor
• Assist the financial advisors in implementing their client service model
• Deliver white-glove service and maintain long-term client relationships
• Remaining current on all policies, procedures, and new platforms
• Perform special projects and duties as assigned

Candidate Qualifications

• College Degree
• Active Series 7, and Series 66 or Series 63 and Series 65 preferred
• Two or more years of industry experience preferred

Knowledge/Skills

• Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters
• Exceptional written and verbal communication skills required
• Exceptional client service skills
• Must be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms
• Critical thinking, attention to detail and multi-tasking skills required
• Passion for working collaboratively and building long-term client relationships
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred
• Detail orientated with superior organizational skills and ability to prioritize
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven

Compensation

• Starting Salary: $70,000/year
• Bonus Potential: Up to 5% annually based on team goals PLUS an additional up to 10% annually based on individual performance.

Benefits

• 401(k) with match
• Health, Dental & Vision Insurance offered
• Long Term Disability
• Generous paid time off
• Education/License/Training Reimbursement
• Bonus potential up to 15% of salary