What are the responsibilities and job description for the RELATIONSHIP MANAGER position at Manning & Napier?
Summary
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients experience. You will also contribute to your teams new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high net worth individuals, endowments & foundations, businesses, and qualified plans. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.
As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Client Services Manager and be based in Rochester, NY.
Responsibilities
CLIENT RELATIONSHIP MANAGEMENT
- Oversee our clients experience, serving as their primary contact for all inbound touch points
- Develop an understanding of all service offerings, investment products, current market and broad industry trends
- Participate in telephone, video, and face-to-face meetings with clients with Financial Consultants
- Provide essential review of complex correspondence and oversee response to client service requests and customized reports
- Ensure client data and fulfillment requests are addressed
- Initiate new account documents, facilitate client on-boarding, investment objective changes, and other client directives. Ensure all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
- Coordinate the preparation of material for all client meetings
- Resolve client concerns
- Escalate issues to management
TEAM SALES COLLABORATION
Qualifications & Requirements
Key Attributes
Perks
Compensation : $60,000-$70,000 base salary
Salary : $60,000 - $70,000
