15 Associate Client Relationship Manager Jobs in Philadelphia, PA
Stonehage Fleming is Hiring an Associate Client Relationship Manager Near Philadelphia, PA
Key ResponsibilitiesPRINCIPAL ELEMENTS & ACCOUNTABILITIES
- Initiate and work through to completion, with FO Senior Associate, the intake and on-boarding of all relationships
- Maintain internal project and client management system and all related informational and document files for all
- Establish banking, brokerage, private equity and various other types of accounts/investments for relationships.
- Initiate and monitor large domestic and international transactions both in USD and foreign currency on an ad hoc and
- Establish companies/entities, obtain employer identification numbers and file required annual state/other jurisdictional
- Perform annual internal audit of all relevant relationships with a formal report of the same to FO Senior Associate and
- Attend to all disbursements, receipts and other transactions through to completion.
- Compile, assemble and process all relevant tax return and/or other compliance information for use in preparing and
- Review and issue financial reports for assigned relationships.
- Actively communicate with clients and client advisors, systematically coordinating no less than twice annually a review
- Prepare related notes and reports and execute on follow-up systematically complete annual fiduciary reviews of all
- Complete ad hoc relationship special projects
- Attend to all of the above with a sense of urgency, judgment, and problem solving, risk-mitigation and expectation
- Provide general administrative support and assistance, such as filing and archiving
- Relationship: Assigned client relationships, inclusive of all related entites (trusts, corporations, LLC’s etc.) and
- Services: Administative, fiduciary or family office services as applicable.
- Financial reports: Trust, company or other accountings of varying frequency.
- College degree and a mimimum of 5 years’ experience in a financial services environment.
- Experience working in a client services oriented environment.
- Experience in using Microsoft Office, specifically Excel.
- Previous work experience in the trust and company industry would be an advantage.
- A second language would be an advantage, but not a requirement.
- Excellent organization skills and attention to detail.
- Ability to consistently deliver work of a high standard.
- Excellent communication skills with the ability and maturity to deal effectively with all levels of staff and management
- Proactive, solution focused with proven problem‐solving and risk-mitigation abilities.
- Team oriented with flexible approach.
- Ability to multi-task in a fast paced small team environment.
- Ability to use initiative and work independently and effectively.
- Integrity, honesty and professionalism.
- Able to prioritise workloads to meet deadlines, and efficiently execute work accordingly in a high-pressure environment
- Be technically strong in the use of Excel, and proficient in general MS products.
- Good sense of judgment, problem solving and risk-mitigation.
contract of employment
Education Level Degree or Equivalent
Experience Level Mid Level
Job Summary
Full Time
$77k-97k (estimate)
09/08/2024
10/02/2024
stonehagefleming.com
PHILADELPHIA, PA
500 - 1,000
1976
Private
PETER ROSENBERG
$10M - $50M
Related Companies
About Stonehage Fleming
Stonehage Fleming is a provider of asset management, wealth planning, insurance and tax advisory services for businesses.
The job skills required for Associate Client Relationship Manager include Financial Services, Initiative, Client Relationship, Problem Solving, Communication Skills, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Client Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Client Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Client Relationship Manager positions, which can be used as a reference in future career path planning. As an Associate Client Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Client Relationship Manager. You can explore the career advancement for an Associate Client Relationship Manager below and select your interested title to get hiring information.
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