Location
Downers Grove, IL | United States
Job description
Our wealth management firm has experienced rapid growth year-over-year, providing invesment and business management services to our high-net-worth clients. We're seeking a Relationship Manager to join our team!
What You Will Be Doing
- Manage onboarding of new clients and investments by collecting and processing documentation, including insurace applications
- Collaborate with advisors and analysts to for client related tasks and requests
- Responsible for all money transfer requests and movements
- Greet clients at front desk and liaise with advisors and custodians
- Work with advisors to manage schedules and incoming client calls
- Interfaces with money managers regarding investment activity and administration for KYC and AML requests
- Monitor investment activity reports.
- Client verification
- Support client seminars
What You Need for this Position
- Bachelor's Degree in Finance, Economics, Business Administration or similar field preferred
- 3+ year of experience in a client service or relationship manager role within the financial services industry, banking or an RIA firm
- Experience with Microsoft Excel and Salesforce or similar
What's In It for You
- Salary: $50k-$60k
- Target annual bonus: 10%
So, if you are a Relationship Manager with experience, please apply today or email me directly at [email protected]
Benefits Applicants must be authorized to work in the U.S.
Preferred Skills
Relationship Management
Wealth Management
Finance
Job tags
Salary
$50k - $60k
