Client Relationship Manager & Servicing Advisor

Location: Pluckemin

Job Description

Job Summary Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team.

The Servicing Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide high-touch service, ensure client satisfaction, and effectively handle any client referrals. The Servicing Advisor supports the firm by improving client retention and contributing to the firm’s strategic growth goals without the expectation of prospecting for new business. This role ensures that each client’s financial plan is monitored, maintained, and aligned with long-term objectives.

Essential Duties and Responsibilities Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and  the main point of contact for all non-transactional client needs and ensure all client concerns are addressed.

Schedule, attend, and facilitate client meetings to review portfolios, performance, and goals.

Manage client referrals, ensuring smooth onboarding and integration into the firm.

Conduct quarterly and annual client reviews to align their financial goals with any changing life circumstances.

Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.

Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.

Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.

Take appropriate notes during client meetings, provide key insights, and handle documentation.

Ensure that all compliance standards are met for client documentation and communication.

Actively contribute to the firm’s ability to focus on high-level strategy by handling detailed administrative work related to client meetings.

Knowledge, Skills, and Abilities Knowledge of Company’s working structure, policies, mission, and strategies

Managed account platforms

General office practices, procedures, and methods

Investment concepts, practices, and procedures used in the securities industry

Financial markets, products, and industry regulations

Trading terminology

Financial planning software

Skill in Client Relationship Management (CRM) software

Microsoft Office Suite Effective communication (in-person, virtual, phone, and mail)
Ability to Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Handle stressful situations and provide a high level of client attention in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a cohesive team Demonstrate competence, dependability, and responsibility

Licenses/Certifications:

SIE, Series 7, Series 66, or equivalent

Education/Experience Requirements Bachelor’s Degree3+ years of industry experience

Travel:
None required

Benefits:
Medical, Retirement + Match, PTO Compensation: $60,000 - $80,000 + discretionary bonus

Workstyle:
On-site Money at Work, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” include but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE:

The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education Bachelor’s (Required)
Work Experience General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam…