Client Relationship Manager

Do you thrive in a warm and positive environment where there is a clearly defined process and your role requires someone with a friendly and approachable style? Are you naturally efficient and able to juggle multiple time-sensitive tasks simultaneously while maintaining high standards for accuracy and follow through?

The Client Relations Manager supports Investment Advisors to ensure an outstanding client experience.

• Consistently offer professional, friendly, and engaging client service.
• Interact with new and existing clients in all aspects of the client relationship including on-boarding, account updates, ad-hoc reporting, etc.
• Work directly with various custodians to complete client requests including cashiering, account maintenance and other client service functions.
• Support Investment Advisors in preparation for client meetings.
• Coordinate quarterly reporting to clients.
• Manage calendars of Investment Advisors as requested.
• Ensure accuracy of all workflow and client information within CRM system.
• Assist team members with various projects as requested.

• Bachelor’s degree preferred.
• Experience in a client-service role or professional service firm preferred.
• Experience with Fidelity Wealthscape and/or Schwab Advisor Center preferred.
• Excellent verbal and written communication skills.
• A high degree of professionalism, good judgment, and a sense of discretion and tact. Will be in regular contact with high-net-worth individuals and confidential client wealth and income information.
• High level of proficiency with Microsoft Office suite of programs.
• Highly organized with ability to prioritize in a fast-paced environment.
• Superb attention to detail and excellent proofreading skills.
• A high comfort level with, and curiosity about, new technology, especially industry and firm-specific software systems.
• Ability to work with minimal supervision and organize own workday.
• Ability to work effectively as a member of a team.
• Ability to assume ownership of a project, including timely follow-through and communication regarding its resolution, and to manage multiple projects effectively and efficiently.

The physical demands described here are representative of those which must be met by an employee to successfully perform the essential functions of this job, with or without reasonable accommodation.

While performing the duties of this job, these abilities are required:

• Periodic standing
• Sedentary; sitting for extended periods
• Use hands and fingers; employ fine motor skills:
  This position will use a computer for much of the workday and will utilize standard office equipment
• Handle; reach with hands and arms
• Ability to see and read, including on a computer screen
• Ability to speak and hear, to take direction from multiple sources and individuals, and communicate results or data to multiple sources or individuals
• Ability to lift up to ten pounds:
  This position may need to carry bulk mailings or multiple files
• Regular and reliable attendance is critical to the performance of this position

The work environment described here is representative of what an employee will encounter while performing the essential functions of this job:

• Noise level:
  Low to moderate
• Regular social interaction: may occasionally interact with people who are upset or agitated