What are the responsibilities and job description for the Financial Services Specialist position at Falcon Wealth Planning, Inc.?
About Falcon Wealth Planning
Falcon Wealth Planning is a company that prioritizes the fiduciary duty to always put clients' interests first, fostering trust and long-term relationships. They offer professional growth opportunities and have a collaborative team culture.
Job Overview
The Relationship Manager will play a critical role in supporting Falcon Wealth Planning's client relationships and assisting clients with assets ranging from $250,000 to $500,000.
Responsibilities:
- Client Relationship Management:
- Build and maintain strong relationships with clients, acting as the primary point of contact for inquiries, updates, and service requests.
- Regularly communicate with clients via phone, email, and in-person meetings to ensure their needs are met and their financial goals are being addressed.
- Assist in managing client expectations and support the team in the execution of financial planning strategies.
- Client Service & Support:
- Provide ongoing assistance with account servicing, including account opening, documentation, updates, and transaction processing.
- Respond promptly to client questions regarding their financial plans, account performance, and other service needs.
- Coordinate with internal teams (financial planners, investment managers) to deliver the best solutions for client needs.
- Financial Plan & Investment Assistance:
- Support clients in understanding their financial plans and investment strategies.
- Assist in gathering and organizing client financial information to facilitate financial planning and reporting.
- Work with the financial planning team to implement client recommendations and ensure follow-up on action items.
- Client Education & Engagement:
- Actively engage clients in financial education, helping them understand the services provided and how they align with their long-term financial goals.
- Help clients develop a deeper understanding of their financial plans by explaining investment concepts, risk management, and other important topics in clear, accessible language.
- Administrative Support:
- Assist with the preparation of reports, presentations, and other client-facing documents.
- Maintain accurate client records in our CRM system, ensuring all interactions and updates are documented.
- Coordinate client meetings, follow-up, and other administrative tasks as required.
- Client Retention & Growth:
- Work to build long-term, trusting relationships with clients, focusing on retention and growth.
- Identify opportunities for improving client satisfaction and deliver personalized services that exceed client expectations.
- Assist with the onboarding process for new clients, ensuring a seamless transition into Falcon Wealth Planning's services.
Salary : $250,000 - $500,000
