What are the responsibilities and job description for the Client Relationship Manager position at R. Miller & Associates?
Summary:
Join our high performing and Forbes recognized "Best in State Wealth Management Team' as a Client Relationship Manager. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
- Remote & hybird work available
- Health dental & vision insurance
- Health savings account
- 401k with company match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Paid incentive programs
- Paid time off & holidays
- Paid volunteer opportunities
- Company donation match
Primary Responsibilities:
- Serve as primary case manager for clients with support.
- Develop technical expertise in all areas of the financial planning process, utilizing tools and systems provided by the practice, to ensure planning meetings are productive and successful.
- Participate in client visits as appropriate and provide summary letters following all visits with clients.
- Provide proactive client communication while anticipating the unique needs of each client.
- Utilize and understand unique tools and processes available.
- Perform other duties as assigned by the Financial Advisor(s) or other leaders.
Job Type: Full-time
Pay: $60,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 3 years (Required)
- Customer relationship management: 3 years (Required)
License/Certification:
- Series 7 (Required)
- Series 66 (or Series 65 & 63) (Preferred)
Work Location: Hybrid remote in Shelton, CT 06484
Salary : $60,000 - $110,000
