What are the responsibilities and job description for the Client Relationship Manager position at Wealth Distribution Strategies, LLC?
Client Relationship Manager builds and maintains relationships with clients and Financial Advisors. Day-to-day responsibilities include preparing and summarizing client meetings, working with Financial Advisors to support sales functions, and frequent client contact, typically by phone and email but could be in-person to resolve client inquiries.
The Primary Job Duties include:
- Respond to client service requests and error resolution with a high degree of accuracy and detail while providing outstanding service
- Determine which issues require immediate elevation to the Financial Advisor or a member of the branch management team
- Prepare and summarize client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to the advisor, and providing necessary follow-up
- Prepare and ensure new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation to send to the home office, tracking new insurance and investment applications, and coordinating rollovers
- Maintaining internal reports
- Supportive follow up to potential prospects via phone and email
- Manage highly confidential information and execute independent judgment on a variety of tasks and special projects
- General account maintenance duties include scanning items into the imaging system and sending certain maintenance forms to support for processing
- Understand and adhere to all relevant compliance policies, procedures, and regulations
- Accepts responsibility for personal development through training, collaboration, and teamwork
- Prepares for and coordinate marketing events
- Provide notary or signature witness duties if needed
A successful candidate will need to possess the following skills and attributes:
- Ability to adapt to changing priorities
- Friendly, positive attitude
- Ability to stay organized and multitask
- Eager to learn
- Demonstrates excellent human relations skills including interpersonal skills using strong verbal and written communication, including strong telephone etiquette
- Demonstrates a high level of problem-solving skills outside and within a team environment
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Proficient in Microsoft Office products and a basic understanding of a contact management system
Qualifications:
- One to two years administrative experience
- Prior financial industry experience a plus
- Ability to obtain and maintain notary
- Must be bondable
- Must pass a background check
Why work for Wealth Distribution Strategies?
Wealth Distribution Strategies is a rapidly growing financial advisory firm in Verona, WI. Looking to add a motivated individual to join our team.
- Full-time position
- Monday-Friday business hours with flexibility
- Paid vacation and sick time
- Paid Holidays
- 401k/Profit Sharing
- Various bonus rewards
- Health and dental insurance
Job Type: Full-time
Pay: $35,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
- Yearly bonus
Ability to commute/relocate:
- Verona, WI 53593: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Associate (Preferred)
Work Location: One location