What are the responsibilities and job description for the Client Relations Manager position at Patterson Andrews Wealth Management?
Location
Vestavia Hills, AL
Duration
Full-Time
Position Summary
As a Client Relations Manager, you will be the main line of communication for new and existing clients. To excel in this role, you will need a friendly, welcoming personality, with excellent communication skills. This role requires a high level of organization and ability to manage multiple client cases at one time. PAWM fosters a collaborative environment, and you will be expected to work closely with the other departments to achieve the goals and objectives of the client.
Our Firm
Patterson Andrews Wealth Management is a fee-based investment advisor and broker/dealer and a subsidiary of Northwestern Mutual that is headquartered in Vestavia Hills, Alabama with additional offices in Gadsden and Montgomery, Alabama. We manage assets for high-net-worth individuals with a minimum of $500,000 in assets. It is our core mission to provide clients with financial peace of mind. We provide holistic financial planning that includes investment management, retirement planning, estate planning, risk management, tax planning, and business valuation services for small business owners, among other services.
Salary : $500,000