What are the responsibilities and job description for the Client Relationship Specialist position at International Search Consultants?
Client Relationship Specialist (RIA)
About the Role
A premier Registered Investment Advisor is actively looking for a Client Relationship Specialist to enhance its team. This vital role is centered on cultivating and maintaining long-term client relationships while working closely with portfolio management teams to provide outstanding wealth management solutions.
What You'll Do :
- Lead business development efforts to foster the firm's growth.
- Act as the main point of contact for managing client relationships and delivering exceptional client service.
- Collaborate with Portfolio Managers to understand client needs and craft personalized wealth planning strategies .
- Participate in client meetings and events to deepen relationships and trust.
- Serve as a liaison between clients and external professionals such as estate attorneys and accountants to enhance the overall client experience.
What We're Looking For :
Preferred Qualifications :
Why Join Us?
This position presents an exciting opportunity to work closely with high-net-worth individuals, institutions, and foundations, playing a crucial role in our firm’s mission of delivering exceptional client results. We seek a proactive, detail-oriented professional to elevate their wealth management career within our dynamic team.
