We are a top financial planning and group benefits Practice located in Rockville, MD. Our clients are primarily nonprofit organizations in the greater D.C. area and their employees.
We have a mature and seasoned practice that manages retirement plans, executive benefits, insurance, and personal investments. Financial Planning is a major part of our practice. We serve many clients who demand a high level of efficient and timely service. Our firm is highly sophisticated, cohesive, collegial, fast-paced and places a high priority on ethics.
About the Position:
We are seeking a Client Relationship Manager to join our boutique financial planning practice. This candidate will be the liaison in the day to day management of advisor, client relationships and will ensure that client needs are fulfilled to the fullest extent.
This candidate will work closely with the investment advisor/Principal of the firm to develop and implement investment and financial planning ideas/solutions for the Client.
The company’s environment is fast paced and the ability for this candidate to prioritize and to complete jobs with minimal supervision within the required timeframe is essential.
Liaison between advisor, advisor’s clients and advisor's prospects.
Areas of involvement are with Custodian’s; Financial Planning; Investments and Investment Managers; Attorney’s, Accountants and other financial professionals.
High interaction with client management (CRM) software, financial planning software, investment research software and excel spreadsheets including running queries and reports.
Interacting with clients and maintaining relationships independent of Advisors’ relationship with the clients.
Interacting with other office personnel; back office support staff and management.
Opening new accounts and processing investment paperwork.
Collaborating closely with other Client Relationship Employees.
Desired Skills and Experience:
5+ years of experience in the investment and/or insurance industry focused on client service.
Financial background is necessary. Knowledge of various securities instruments. Additionally, knowledge of Variable and Fixed Annuities, Retirement Plans (i.e. 403(b)/401(k) plans), Mutual Funds, and Life and Long-Term Care Insurance.
Must also have proficient knowledge in the differences between Qualified and non-Qualified accounts, IRAs, Roth IRAs etc.
Series 6 licensed at a minimum. Series 7 even better.
Client first attitude – A deep-seated belief in being proactive instead of reactive.
Optimistic, Articulate, Decisive, Creative and Self Motivating.
Proficient in the use of CRM software for Marketing and Client/Office Management.
Solid experience with the use of Excel, PowerPoint, Word and Outlook.
Superior analytical skills, and attention to and appreciation for detail.
Problem Solving Skills – ability to anticipate future needs of Clients and Principal/Advisor.
Ability to empathize and understand clients emotional needs and help them set and understand realistic expectations.
A strong benefits package (retirement plan with immediate eligibility and a safe harbor match, health, life and disability insurance),
A flexible work schedule provided you stay ahead of your responsibilities,
A supportive and professional environment and;
Compensation commensurate with your skills, licensing, experience and knowledge.
Bonuses are given regularly based on performance.
Email your resume to firstname.lastname@example.org.
salary requirements, cover letter and references to be considered for this opportunity.