What are the responsibilities and job description for the Client Relationship Manager/Office Manager position at Silver Spring Wealth Management - Northwestern Mutual?
35K base plus incentives - last top performer in this role was making 5-10k a month
Company Description
At Silver Spring Wealth Management, we strive to help individuals and families navigate their financial journeys. We provide personal comprehensive financial plans, tailored specifically for each individual. With expertise in investments, retirement planning, estate planning, and much more, we help clients recognize the importance of building a strong financial foundation. We strive to create long-term relationships and provide exceptional client service.
Role Description
This is a full-time hybrid role as a Client Relationship Manager/Office Manager at Silver Spring Wealth Management - Northwestern Mutual located in New Canaan, CT. The role involves managing client relationships and overseeing office operations. Some remote work is acceptable.
The Office & Client Relationship manager is responsible for overseeing the smooth running of office operations while
also managing and nurturing client relationships. This role entails overseeing client interactions and relationships,
handling client inquiries, resolving issues, and ensuring client satisfaction. This role involves coordinating with various
departments, maintaining client databases, preparing reports, and implementing strategies to enhance client
experience and retention. Excellent communication, organizational skills, and the ability to multitask are crucial for this
position.
Position Responsibilities
Support
● Handling case notes, processing correspondence, maintaining client case files, and filing new statements,
account forms, and other insurance and investment related materials
● Maintaining financial representative’s calendar, scheduling follow-up appointments
● Responding to home office inquiries
● Monitoring and stocking marketing materials for insurance and investment related materials
● Ensuring NMIS and insurance compliance requirements are implemented and followed
Client Services
● Corresponding with clients to handle & resolve issues
● Accepting redemptions/withdrawals from clients and communicating instructions to home office
● Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
● Communicate with home office, NMIS, and fund families to supply or obtain information
● Prepare/print letters of instruction for client signature
● Prepare policies for delivery
● Maintain check logs
● Insurance underwriting
● Client Insurance/Investment onboarding
Relationship Management
● Complete Fact Finder meetings with prospective clients
● Complete PX presentations for Advisor and Team use
● Fluidly help team bring prospects through sales process
- ● Sales calls to introduce FR’s practice, get back on the calendar, and schedule annual reviews
