What are the responsibilities and job description for the Client Relationship Manager position at Fortress Financial & Wealth Management, LLC?
Job Summary
Responsibilities
- Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service
- Interact with clients in person and over the phone
- Prepare and review new account paperwork
- Process cashiering and asset movement requests such as distributions, transfers, and check requests
- Facilitate and resolve client service requests
- Resolve issues affecting client transactions expeditiously and accurately
- Populate and maintain accurate client information in proprietary systems
- Apply a working knowledge of operations/client-service processes
- Work independently, effectively, and efficiently
- Ensure paperwork is prepared and provided for all client meetings
- Handle confidential and/or sensitive information responsibly
- Maintain admin functions of the office such as office supplies and mail
- Perform other duties as assigned
Required Experience/Skills
- Detail oriented and able to work in a fast-paced environment
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Strong character and a positive attitude
- Proficient with Microsoft Office (especially PowerPoint)
Join us as we strive to deliver exceptional service to our clients while fostering an innovative work environment that encourages professional growth.
Job Type: Full-time
Pay: $37,440.00 - $41,600.00 per year
Schedule:
- 8 hour shift
Supplemental Pay:
- Bonus opportunities
- Performance bonus
Ability to Commute:
- Niceville, FL 32578 (Required)
Ability to Relocate:
- Niceville, FL 32578: Relocate before starting work (Required)
Work Location: In person
Salary : $37,440 - $41,600