Client Relationship Manager
Location
Williamsport, PA | United States
Job description
Our client located in Williamsport PA is seeking Client Relationship Manager to join their team!
Summary of responsibilities This role assists the Advisors and serves as a point of contact for clients. Maintains client relationships and accounts while responding to a wide range of request from clients. Efficiently processes paperwork and related operational functions of the business.
Principal responsibilities - Build and maintain relationships with prospects and clients
- Utilize client service skills to help build client relationships
- Implement elements of the advisor’s marketing calendar
- Spearhead DRIP programs for prospects or clients
- Obtain client’s position statement in preparation for meeting with the advisor
- Meet with clients with the advisor to answer questions, fill out necessary forms
- Process advisor’s meeting notes and assign tasks
- See that all paperwork is complete, correct and submitted in a timely manner
- Develop processes for tracking paperwork
- Send welcome letter and other client correspondence – birthday card, anniversary card
- Send Investor 360 info and communicate with clients on how to access accounts
- Set up eMoney with basic info and ensure client understands how to access
- Make sure client is set up to receive PPS statements
- Follow up on all referrals with the advisor
- Thank all who have made referrals
- Email client agenda and reports prior to review meetings/calls
- Print client agenda and reports in preparation for the review meeting
- Assist in seminar preparation
- Recognize and suggest opportunities for enhanced client service
- Anticipate advisor’s needs and handle them proactively
- Continue to develop skills and business knowledge
Additional responsibilities: - Work with advisors to develop a marketing calendar and budget
- Create an annual client appreciation event; coordinate all aspects of the event
- Coordinate production and mailing of monthly client newsletter
- Maintain the client gift program
- Maintain and update the firm’s informational brochures and other firm stationery
- Manage social media content
- Manage and update the firm’s website
- Follow up on all referrals and thank all those who have made a referral
- Get Compliance approval for gifts when needed and maintain the gift log
- Solicit vendors for event sponsorship
- Use Commonwealth’s marketing services effectively
- Make suggestions to systematize and improve firm’s marketing tactics
- Participate as a member of the team
- Demonstrate the firm’s values and ethics
- Recognize and suggest opportunities for enhanced client service
- Continue to develop skills and business knowledge
- Make suggestions to systemize and improve office functioning
Required knowledge/skills/competencies - High attention to detail
- Five years’ experience in an administrative role or three years’ experience in financial services
- Demonstrated ability to work in fast-paced environment
- Superior organizational skills
- Sufficient patience to do repetitive work correctly
- Ability to fill out forms exactly
- Proficiency in MS Office Suite (e.g., Word, Excel)
Ability to follow directions exactly
Job tags
Salary
