What are the responsibilities and job description for the Relationship Manager position at Exencial Wealth Advisors?
RELATIONSHIP MANAGER
North Carolina Location
Exencial Wealth Advisors is seeking a highly motivated, detail-oriented Relationship Manager to join our North Carolina team. This position will provide support to both the Wealth Advisors and Business Development Officers. The successful candidate will possess strong organizational skills, flexibility, exceptional communication skills and the ability to manage multiple projects at once.
PRIMARY RESPONSIBILITIES INCLUDE :
- Onboarding new clients, creating internal workflows, and following up on escalated items.
- Offboarding clients.
- Monitor custodial alerts for processing.
- Work with custodians Fidelity and Charles Schwab.
- Input client information into CRM client database and systems including Tamarac and Salesforce.
- Prepare and process all client maintenance requests.
- Provide support for advisors and internal teams.
QUALIFICATIONS AND REQUIREMENTS :