Relationship Manager

About the firm

Gottfried and Somberg Wealth Management has been helping clients pursue their financial dreams and visions for 25 years. Our team of experienced and qualified advisors works closely with each client to understand their unique financial goals and objectives. We then develop customized strategies to help them preserve and grow their wealth so they can live the life they want to live.

We believe that everyone deserves to have the financial freedom to pursue their dreams. We're committed to providing our clients with the best possible advice and guidance.

We're here to help you preserve and grow wealth, work towards your financial goals, and live your best life today and tomorrow.

We are strongly committed not only to our clients but to our community. We support a number of charitable organizations and groups as a way of saying “thank you” and we encourage staff to get involved with organizations that are special to them.

About the role

As a Relationship Manager, your role will be central in working with clients and delivering a delighted client experience.

You will work closely with clients, alongside our advisors, investment professionals and financial planners. 

If you are a team-oriented professional, who is highly organized, client focused and excels at prioritizing and managing multiple priorities we invite you to apply for the role and contribute to our success.

We offer competitive salary packages, a collaborative work environment and opportunities for professional growth.

Objectives of this role

• Build client relationships by delivering excellent customer service. 
• Engage in regular communications with clients via teams, phone, email and letters.
• Prompt and accurate resolution of client questions.
• Ensure that administrative client needs such as cashiering and account changes are seen through start-to-completion.
• Ensure that our CRM and client files are up to date and accurate.
• Support advisors and other professionals – acting as a force multiplier by taking ownership of administrative tasks.

Your tasks may include

• Tracking client paperwork and account changes start to finish and making sure that they are submitted in good order.
• Processing distribution, withdrawal, transfer and investment requests.
• Updating CRM and following up with communications and correspondence regarding client needs.
• Providing administrative and operational support to advisors – including gathering data for meetings.
• General administrative support.

Required skills and qualifications

• Minimum of 3 years of client service experience in financial services focused on affluent clients required.
• Bachelor’s degree.
• Exceptional attention to detail.
• Exceptional client service.
• Excellent team player.
• Strong organizational skills and ability to prioritize between multiple projects and deadlines.
• Ability to handle confidential information with utmost integrity and discretion.

Preferred skills and qualifications

• 5 years of experience in financial services working in a client service role.
• Financial services licenses.
• Experience working with ultra-high net worth clients.
• Experience supporting multiple advisors.

Compensation:

Compensation for this role is expected to be $75,000-$90,000

We offer a competitive benefits package.

Hybrid Work Environment: 3 days onsite, 2 remote.

Gottfried & Somberg Wealth Management - 340 Hebron Ave, Glastonbury, CT 06033

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations.