The Client Relationship Manager plays a key role in consistently delivering a memorable client experience. They are responsible for ensuring client needs are met in a pleasant, accurate, and timely manner. The ideal candidate will possess a working knowledge of financial markets and wealth management. The position’s focus is on providing support for Senior Wealth Advisors. A high degree of direct communication with clients is required, therefore pleasant, clear and concise, verbal and written skills are a must. Superior customer service is paramount for new and existing clients via telephone, as well as personally in-office. The focus of the Client Relationship Manager should be one of accommodation toward Advisors, clients and team members, with high attention to detail.

Who You Are

You communicate to connect. You have the confidence and skill to communicate positively, effectively and professionally, regardless of your audience. You think about how to enhance the relationship with every email you send and every call you make.

You juggle tasks like a pro. You work well under pressure, and know how to prioritize deadlines. You handle changing priorities and evolving responsibilities with ease. You find a way to work well with people of different personality types and expectations.

You like being several steps ahead. Through your exceptional organizational skills, you anticipate both staff and clients’ individual needs by proactive thinking and asking all the right questions. You make complex tasks look easy by taking initiative to plan ahead.

You deliver the “Wow” Factor. Your attention to detail always impresses people. You regularly receive praise for your quick and accurate work product. You go above and beyond what people expect as you ruthlessly pursue a perpetual “5-star” rating.

You’re by the book, but think outside the box. You respect process and procedures, while simultaneously thinking critically about making them run more efficiently.

You’re all in. You are loyal and committed to the culture of Summit and the vision and values we share. You keep an open mind and believe constructive criticism is a great way to grow. Most importantly, you recognize the synergistic value of a team.

Qualifications:

• Series 65
• Associate’s degree with 5 years experience in financial sector OR Bachelor’s degree with 2 years experience in the financial sector

Job Functions:

• Maintain a consistently pleasant and upbeat attitude with all clients and vendors as a SWP “brand ambassador.”
• Provide additional in office staff support by filtering incoming phone calls and directing telephone communication during normal office hours.
• Provide additional administrative support for client appointment scheduling
• Handle client requests that arise regarding money movement, contact information adjustments, mailings, and other related service items.
• Meticulously follow established processes and SOP’s. Attention to detail and work product accuracy is a must.
• Assist in preparation, presentation, and assembly of presentation documents for Ultra High-Net Worth clients.
• Diligently document all necessary client information in Client Relationship Management System by following established processes and procedures (Junxure Cloud).
• Process and communicate to Advisor completion of action items that result from client meetings.
• Prepare, deliver and process paperwork to open, close, transfer or update client accounts.
• Input client data into financial planning system in order for Advisor to prepare financial plans, as needed. (with opportunity to learn the system and run financial plans)
• Obtain account information and provide necessary correspondence for related professional service inquiries including, but not limited to attorneys, CPA’s and other COI’s.
• Provide front line support to clients for web-based account access and onboarding (Fidelity and TD Ameritrade/Schwab)
• Execute trades via custodial platforms at Fidelity and TD Ameritrade as needed, series 65 required.
• Proactively organize and streamline workflow for advisors, as needed
• Assist with editing and writing articles for firm newsletter and blog.
• Provide assistance for special projects in all departments.
• This is not a business development role, but rather a crucial component to helping Advisors transition in new clients and service existing clients.

Job Type: Full-time

Pay: $53,000.00 - $57,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Paid time off
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Associate (Required)

Experience:

• Financial services: 2 years (Required)
• Client Services & Customer Support: 2 years (Required)

Work Location: In person

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