What are the responsibilities and job description for the Community Account Liaison position at Return On Life Wealth Partners?
Financial Client Liaison Career Opportunity
We are seeking a driven, self-motivated and energized Client Liaison to join our team at our leading Northeast Ohio wealth management and investment firm. Our company is dedicated to making a difference in the lives of our team members, associates and clients. You will have significant earnings potential, incentives and competitive benefits as you take an active role in shaping the future growth opportunities that are right for you, our clients and our firm.
About Us
We enjoy relationships with high-net-worth families and business owners in Northeast, Ohio and throughout the United States. For more than 25 years, our team has taken pride in contributing to our surrounding communities and making a difference in the lives of our neighbors and friends.
Job Responsibilities
- Support advisors in the day-to-day care of clients' financial and investment needs
- Prepare meeting materials as needed
- Independently handle routine service matters pertaining to individual and corporate clients accounts managed by our firm
- Ensure all records follow financial regulations and laws
- Add any Personal Information as learned into CRM (Dynamics) and ensure CRM profile is accurate and complete
- Processing of individual life, disability, long term care, insurance, annuity and equities submissions
Requirements
- Bachelor's Degree, ideally in finance or accounting
- Experience in the wealth planning industry
- Experience with Compliance work in the financial industry a strong plus
- Proficiency with computer usage, preferably MS Office Suite, CRM, Morningstar, Riskalyze and E-Money
- Experience with LPL Financial systems a major plus
- A self-starter who will proactively tackle workloads and meet deadlines without a lot of supervision
- Active in the community and professional organizations
What We Offer
- Competitive benefits, including healthcare, employer retirement plan, education and training credits
- Ongoing training and mentoring
- Career growth opportunities
- Culture that values hard work, fun, community service and family
