What are the responsibilities and job description for the Client Relationship Director position at Freemont Yardley Search?
About the Position
The Client Relationship Director at Freemont Yardley Search is responsible for assisting Senior Advisors in preparing for client meetings. This includes gathering data, conducting research, and creating presentations to ensure our clients receive the best possible service.
In this position, you will be responsible for responding to client inquiries regarding trade confirmations, account statements, and other operational matters in a timely and professional manner. Your expertise in basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning, will help us deliver exceptional results for our clients.
You will assist in the preparation of financial plans and investment proposals, as well as research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes. Your attention to detail and organizational skills will be essential in monitoring client portfolios and preparing performance reports.
We are seeking an individual with 2-4 years of experience in the financial services industry, who is passionate about financial planning and investment management. A strong interest in E-Money, Orion, Schwab, and Salesforce is a plus. Proficiency in MS Excel is required, and a Bachelor's degree in Finance, Economics, or a related field is necessary.
Main Responsibilities
The Client Relationship Director at Freemont Yardley Search is responsible for assisting Senior Advisors in preparing for client meetings. This includes gathering data, conducting research, and creating presentations to ensure our clients receive the best possible service.
In this position, you will be responsible for responding to client inquiries regarding trade confirmations, account statements, and other operational matters in a timely and professional manner. Your expertise in basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning, will help us deliver exceptional results for our clients.
You will assist in the preparation of financial plans and investment proposals, as well as research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes. Your attention to detail and organizational skills will be essential in monitoring client portfolios and preparing performance reports.
We are seeking an individual with 2-4 years of experience in the financial services industry, who is passionate about financial planning and investment management. A strong interest in E-Money, Orion, Schwab, and Salesforce is a plus. Proficiency in MS Excel is required, and a Bachelor's degree in Finance, Economics, or a related field is necessary.
Main Responsibilities
- Gather data and conduct research to support client meetings.
- Prepare and maintain various administrative documents, such as client correspondence and meeting minutes.
- Stay informed of industry trends and regulatory changes.
