Client Relationship Manager - Freemont Yardley Search : Job Details

Summary:

The Relationship Manager plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The Relationship Manager works closely with Senior Financial Advisors to learn how to provide comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.

Role and Responsibilities:

Client Service:

• 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.

Financial Planning & Analysis:

• 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.

Administrative Support:

• 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.

Operational Support:

• Gain an understanding of operational back-office procedures, including trade order entry, account reconciliation, and client onboarding.
• Assist with operational tasks as needed, such as data entry and file maintenance.

Professional Development:

• Actively pursue professional development opportunities, including industry certifications (e.g., CFP, CFA).
• Stay informed of industry trends and regulatory changes.

Qualifications:

• 2-4 years of experience in the financial services industry preferred.
• Strong interest in financial planning and investment management.
• Experience with E-Money, Orion, Schwab and Salesforce a plus
• Proficient in MS Excel
• Bachelor's degree in Finance, Economics, or a related field.
• Excellent analytical, problem-solving, and organizational skills