Location
Lancaster, PA | United States
Job description
About our client:
They are a leading financial advisor providing business succession planning, benefits program coordination, retirement, and investment services to businesses and individuals throughout Central PA.
Summary:
The Relationship Manager will assist advisors in delivering exceptional service to clients. Responsibilities include handling investment and insurance production tasks, maintaining administrative duties, and upholding professional standards.
Responsibilities:
- Investment Production: Handle various investment tasks including applications, account management, trade requests, and more.
- Insurance Production: Manage insurance applications, policy updates, client appointments, and related tasks.
- Administrative Duties: Utilize CRM software, update tasks promptly, and maintain compliance standards.
Expectations: - Professionalism: Maintain a positive attitude and stay updated on workflow and policies.
- Collaboration: Work closely with team members, advisors, and external professionals.
- Continuous Learning: Stay proactive in learning and sharing knowledge.
Requirements: - High school diploma or equivalent
- 7-10 years of industry experience
- Proficiency in English
Perks: - $75-100k base salary
- Company sponsored health, dental, vision, and life insurance
- Bonus opportunities
- Flexible schedule and flex time
- 401k
- PTO
Job tags
Salary
