What are the responsibilities and job description for the Relationship Manager position at SilverOak Investments, LLC?
Job Description
Job Description
Purpose of Your Role
We are looking for someone to join our team that is turn-key and ready to hit the ground running! The perfect Relationship Manager candidate would be a rockstar contribution to the team. Taking the lead and transforming our client relationships to the next level! They will be responsible for onboarding and managing the day-to-day servicing needs of our clients and their accounts. Since we are a service-driven firm, this is the most important role within the company! We are looking for someone that loves to build meaningful relationships and help others with genuine care, and a desire for our client’s best interest. Where going above and beyond is the bare minimum.
Qualifications & Responsibilities
- 1-3 years of experience in financial services with an emphasis in providing exceptional client service experience
- Strong desire to help others and lead with a service-heart!
- A people person
- Extremely organized and detail-oriented
- Experience and knowledge with industry related servicing tasks
- o New Client Onboarding
- o New Account Opening
- o Qualified and non-qualified distributions, money movements, deposits, withdrawals, wires
- o Transfer of Accounts (ACAT, DRS, Mutual Funds, etc.)
- o RMD’s
- o Custodian interaction & paperwork processing
- o Answer and resolve client questions
- o Schedule client meetings and follow-ups
- o Other account maintenance items
- o Maintain client data across platformStrong verbal and written communication skills
- Strong social skills and ability to deliver a highly personalized experience to each client
- Ability to think critically and creatively, and comfortable making decisions to elevate the client experience with support of your team
- Help with the preparation of reports and other materials for client meetings
- Excellent communicator and interpersonal skills
- Willingness to take on more responsibilities
Even Better if You Already are…
SilverOak Investments LLC is a Registered Investment Advisory Firm based in Orange County, California. We provide services to Professional Fiduciaries in California and other states within the US. Our clients range from up-and-coming fiduciaries to seasoned professionals. While this position is 100% remote, there may be travel or in-person meetings / trainings required. At SOI, we pride ourselves on being a culture-first company. We believe that happy employees provide better service, and that benefits our clients at the very end. We are a young and energetic team looking to modernize the industry experience and have fun while doing it! We collaborate as a team and welcome fresh thinkers. Our passion is to build meaningful lifelong relationships and have a positive impact on the lives we come across.
Salary & Benefits : $70,000 with potential to $90,000 in 2-years w / medical benefits offered after 90 days. PTO.
Location : Remote with some in-person requirements. You must have a desk and a set place that will allow you to keep office related items separately.
Office Equipment Provided : We will give you a work phone, computer, monitors, printer, and other office supplies.
SilverOak Investments, LLC is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity.
Company Description
SilverOak Investments LLC is a Registered Investment Advisory Firm based in Orange County, California. We provide services to Professional Fiduciaries in California and other states within the US. Our clients range from up-and-coming fiduciaries to seasoned professionals. While this position is 100% remote, there may be travel or in-person meetings / trainings required. At SOI, we pride ourselves on being a culture-first company. We believe that happy employees provide better service, and that benefits our clients at the very end. We are a young and energetic team looking to modernize the industry experience and have fun while doing it! We collaborate as a team and welcome fresh thinkers. Our passion is to build meaningful lifelong relationships and have a positive impact on the lives we come across.
Company Description
SilverOak Investments LLC is a Registered Investment Advisory Firm based in Orange County, California. We provide services to Professional Fiduciaries in California and other states within the US. Our clients range from up-and-coming fiduciaries to seasoned professionals. While this position is 100% remote, there may be travel or in-person meetings / trainings required. At SOI, we pride ourselves on being a culture-first company. We believe that happy employees provide better service, and that benefits our clients at the very end. We are a young and energetic team looking to modernize the industry experience and have fun while doing it! We collaborate as a team and welcome fresh thinkers. Our passion is to build meaningful lifelong relationships and have a positive impact on the lives we come across.
Salary : $70,000 - $90,000