What are the responsibilities and job description for the Client Relationship Manager position at Nicholas Hoffman & Company?
Position Title: Client Relationship Manager
Objectives of Position: To provide NHCO clients with an outstanding experience through the provision of a full range of family office, wealth management and investment services.
- Provide outstanding client service to a defined segment of the overall client base, to include supporting all aspects of the client relationship.
- Support the NHCO team as needed to ensure smooth running of the office, and that all NHCO clients are delighted with the service they receive from our firm.
- Complete specific projects relating to the wider operation of the firm’s business.
Position Responsibilities: The main responsibilities will be in the following areas:
- Supporting NHCO relationship managers for a defined list of clients. These responsibilities will cover all aspects of client service including client communications, development of client meeting agendas, and preparation of documentation needed to support client meetings, and assisting in the development of new client relationships.
- Development of strong relationships with clients through communication on a variety of issues in person, by phone, by email and by letter. The communications must be characterized by an ability to identify client needs and meet these needs with clarity, accuracy, and timeliness.
- Operation and management of client accounts from new account set up through the full range of account operations such as completion of account transfers, monitoring of transactions, and identification of actions needed to ensure smooth operation of accounts to meet client needs.
- Provide support to NHCO relationship managers in the use of the firm’s financial planning software. This will involve obtaining and uploading data needed to complete assignments for clients, confirming accuracy of the outputs, and liaising with our NHCO financial planning specialist to provide initial evaluation of the results.
- Oversight of the efficient operation of the office to include office equipment, the provision of a welcoming environment for clients, and the management of office supplies.
- Assist in the completion of ad hoc projects for example:
- Enhancement of our use of technology.
- Support to the development of our private investment platform.
Education and Experience:
- Degree required: preferably in finance, business, accounting or similar.
- High level of competence in use of Microsoft Office, especially Excel and PowerPoint, is essential.
- At least five years of work experience is required in administration or client service, and ideally in a field relating to investments, finance, or banking.
- Compensation is flexible and will be based on qualifications and experience.
Personal characteristics:
- Strong interpersonal skills and able to develop effective working relationships with a wide range of people.
- Skilled at learning new technology, including having an understanding and desire to improve the efficiency of existing processes using technology.
- Highly competent in handling multiple, disparate tasks using effective prioritization.
- Comfortable working with data.
- Detail orientated, conscientious and thorough.
- Flexible to the quickly changing demands of an expanding small business.