Client Relationship Manager
Job Posting for Client Relationship Manager at R. Miller & Associates
Summary:
Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
- Hybrid work available
- Paid company incentives
- Paid time off/paid holidays
- Paid volunteer opportunities
- Company donation match
- Health, Vision & Dental Insurance
- Health Savings Account
- 401k & Company Match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Company outings
Primary Responsibilities:
- Serve as primary case manager for clients with support.
- Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful.
- Participate in client visits as appropriate and provide summary letters following all visits with clients.
- Provide proactive client communication while anticipating the unique needs of each client.
- Utilize and understand unique tools and processes available.
- Perform other duties as assigned by the Financial Advisor(s) or other leaders.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 2 years (Required)
- Customer relationship management: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Series 66 (or Series 65 & 63) (Preferred)
- State Insurance- Life, Accident & Health (Preferred)
Ability to Relocate:
- Shelton, CT 06484: Relocate before starting work (Required)
Work Location: Hybrid remote in Shelton, CT 06484
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