Client Relationship Manager

PLEASE NOTE: ONLY LOCAL CANDIDATES ARE ELIGIBLE FOR CONSIDERATIONRole and Responsibilities:Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations.Participate in client meetings as needed, observing client interactions and learning best practices.Respond to client inquiries regarding trade confirmations, account statements, and other operational matters in a timely and professional manner.Build and maintain strong relationships with clients.Conduct basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning.Assist in the preparation of financial plans and investment proposals.Research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes.Monitor client portfolios and prepare performance reports.Maintain accurate and up-to-date client records.Prepare and maintain various administrative documents, such as client correspondence and meeting minutes.Assist with the preparation of compliance documentation.Maintain accurate and up-to-date client and portfolio data in the firm's portfolio management system.Prepare and maintain various operational reports and spreadsheets.Assist with operational tasks as needed, such as data entry and file maintenance.Stay informed of industry trends and regulatory changes.Qualifications:2-4 years of experience in the financial services industry terest in actively pursuing professional development opportunities, including industry certifications (e.g., CFP, CFA).Strong interest in financial planning and investment management.Experience with E-Money, Orion, Schwab and Salesforce a plusProficient in MS ExcelBachelor's degree in Finance, Economics, or a related field.Excellent analytical, problem-solving, and organizational skills

Created: 2025-02-21