Relationship Manager / Client Service Associate

Job Description

Job Description

We are looking for a dedicated Relationship Manager to join our client's team in the Twin Cities In this role, you will play a pivotal part in supporting clients with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships.

Responsibilities :

• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.
• Provide comprehensive support to Wealth Advisors by assisting with client services.
• Manage investment accounts and ensure accuracy in financial documentation and reporting.
• Collaborate with team members to share insights and improve firm processes and client outcomes.
• Uphold compliance standards and follow policies and procedures to maintain operational integrity.
• Assist clients with inquiries related to financial planning and investment strategies.
• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.
• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.
• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.
• Bachelor’s degree, preferably in Finance or a related field.
• Minimum of 2 years of experience in wealth management or the financial industry, ideally in a similar role.
• Series 7 certification or actively preparing to obtain it.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong verbal and written communication skills.
• Above-average organizational skills with attention to detail.
• Ability to work collaboratively and build positive relationships with clients and colleagues.
• Passion for delivering exceptional customer service and assisting clients in achieving financial security.