What are the responsibilities and job description for the Wealth Management Advisor position at E.A. Buck Financial Services?
We're seeking a highly motivated and organized Client Relationship Manager to join our team at E.A. Buck Financial Services. As a key member of our organization, you'll be responsible for managing client relationships, providing exceptional service and support, and driving business growth.
The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a fast-paced environment. In this role, you'll be working closely with our financial advisors to develop and implement strategies that drive client satisfaction and retention.
Key Responsibilities:
- Manage client relationships and provide exceptional service and support
- Develop and implement strategies to improve client satisfaction and retention
- Work closely with financial advisors to understand client needs and preferences
- Maintain accurate and up-to-date records of client interactions and communications
- Participate in ongoing training and professional development to stay current on industry trends and best practices
Requirements:
- Bachelor's degree in finance or related field
- Minimum 5 years of experience in a financial services role
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment
- Proficiency in software applications relevant to the financial services industry
