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Client Relationship Manager job at Saturn Wealth, Gilbert

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Client Relationship Manager


We are seeking a personable and detail-oriented Client Relationship Manager to join our growing team located in Gilbert, AZ. The ideal candidate will possess a high level of client interaction skills and the ability to prioritize daily projects. This person will have excellent customer service skills, knowledge of the financial industry and have a strong passion to serve others.


EDUCATION AND/OR EXPERIENCE


  • Bachelor’s Degree, preferably in Business or Finance
  • 3-5+ years’ experience in the financial industry preferred


KNOWLEDGE, SKILLS, AND ABILITIES

  • Series 65 License or equivalent: Life and Health License
  • Effective communication with clients, advisors, and staff members
  • Keeps an organized account of client needs and objective
  • Ability to prioritize and work in a deadline driven environment
  • Effective and efficient time management


PERSONAL SKILLS

  • Honesty, Integrity and Accountability
  • Maintains professional competencies and adheres to the firm’s ethical standards and cultural values
  • Possesses a passion to help team and clients
  • Dedicated and loyal
  • High work ethic
  • Flexible and accommodating
  • High level of interpersonal skills
  • Proven client and team-centric mentality
  • Exhibits leadership qualities
  • Demonstrates problem solving abilities
  • Reliable, follows through on commitments


ESSENTIAL DUTIES & RESPONSIBILITIES


  • Respond to client account issues daily
  • Transfers for client accounts
  • Case prep for all appointments
  • 401K Rollovers
  • Beneficiary Changes
  • RMD’s
  • Document CRM system, Redtail, with all client communication
  • Other duties and projects as assigned

Presented by Advisor Employee Services

Thank you for your interest in the Client Relationship Manager position. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!


Job country: United States

City: Gilbert

Category: Financial Services

Location: Gilbert, AZ, United States

Job posted 2022-05-22

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