What are the responsibilities and job description for the Client Relationship Manager position at Freemont Yardley Search?
Summary :
The Relationship Manager plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The Relationship Manager works closely with Senior Financial Advisors to learn how to provide comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.
Role and Responsibilities :
Client Service :
Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations.
Participate in client meetings as needed, observing client interactions and learning best practices.
Respond to client inquiries regarding trade confirmations, account statements, and other operational matters in a timely and professional manner.
Build and maintain strong relationships with clients.
Financial Planning & Analysis :
Conduct basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning.
Assist in the preparation of financial plans and investment proposals.
Research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes.
Monitor client portfolios and prepare performance reports.
Administrative Support :
Maintain accurate and up-to-date client records.
Prepare and maintain various administrative documents, such as client correspondence and meeting minutes.
Assist with the preparation of compliance documentation.
Maintain accurate and up-to-date client and portfolio data in the firm's portfolio management system.
Prepare and maintain various operational reports and spreadsheets.
Operational Support :
Gain an understanding of operational back-office procedures, including trade order entry, account reconciliation, and client onboarding.
Assist with operational tasks as needed, such as data entry and file maintenance.
Professional Development :
Actively pursue professional development opportunities, including industry certifications (e.g., CFP, CFA).
Stay informed of industry trends and regulatory changes.
Qualifications :
2-4 years of experience in the financial services industry preferred.
Strong interest in financial planning and investment management.
Experience with E-Money, Orion, Schwab and Salesforce a plus
Proficient in MS Excel
Bachelor's degree in Finance, Economics, or a related field.
Excellent analytical, problem-solving, and organizational skills
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