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 #J-18808-Ljbffr Vista Wealth Solutions