What are the responsibilities and job description for the Client Relationship Manager position at KMA Human Resources Consulting?
Daybreak Financial Partners
Client Relationship Manager
Cumberland Foreside, ME
Daybreak Financial Partners is seeking a Client Relationship Manager to be based in the Cumberland Foreside, ME office. This is a unique opportunity to join a close-knit tenured team of professionals whose passion is helping clients navigate a lifetime of financial decision making.
\n- 3-5 years of experience in financial services related position, ideally client facing.
- Strong attention to detail and an unwavering commitment to integrity and to the team.
- Proven record building client relationships and providing the highest level of client service.
- Initiative-taker and quick learner with the desire for constant improvement in financial planning services to benefit clients and firm.
- Strong technology skills with expertise in software programs used in the financial planning process including MS Office 365 Suite, RightCapital, Morningstar, and Fi360. Must embrace adoption of evolving technologies and software.
- Series 7, 66/5 licenses preferred or willingness to obtain Series 7 within 6 months of hire and Series 66/5 within 8 months of hire.
- CFP preferred or the willingness to obtain.
- Life, LTC and Disability license preferred or willingness to obtain within 12 months of hire.
- Ability to commute to Cumberland Foreside Monday through Friday with eventual possibility of working from home several days per week.
- Base salary plus bonus potential.
- Generous PTO plus 11 paid holidays.
- 401k with employer contribution and profit sharing.
- Employer subsidized medical, dental, and vision benefits.
- Short and long-term disability and life insurance.
- Health Savings Account (HSA) with annual employer contribution.
- Convenient location on US-1 with easy access to 295 and free parking.
- Interpret personal financial statements for use in planning process and data entry.
- Assist in client meeting preparation and coordinate follow-up tasks.
- Contribute to investment review process providing regular analytical reports to investment team.
- Assist with investment, insurance, and 401k operational and compliance related tasks.
- Develop competence in trading and operational aspects of the firm to provide backup for PTO and high demand time periods.
- Assist with social media, website and newsletter content and updates.
- Network in community and take action to develop the Daybreak brand.
- Occasional travel to educational conferences.
Daybreak Financial Partners is a boutique financial services firm that specializes in Financial Planning (including retirement and education planning), Investment Management, Insurance, Estate Planning, and Retirement Plans.
KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
