Relationship Manager - Holyoke

Join United Capital Financial Advisors
Where Talent Meets Opportunity

At United Capital, we believe in approaching opportunities with innovation, commitment, and passion. Working here means being part of a dynamic and collaborative environment where your contribution plays a key role in the firm's success. We foster a positive, inclusive culture that brings colleagues together and celebrates diversity in the workplace.

Position Overview

As a Relationship Manager (RM) at United Capital Financial Advisors, you’ll work under the guidance of the Managing Director (MD) or Wealth Advisor (WA) to manage and nurture client relationships. Your focus will be on delivering exceptional client service through proactive communication, problem-solving, and seamless account maintenance. This role is essential to the smooth operation of the firm, requiring attention to detail, client development, and supporting internal teams.

Key Responsibilities

• Provide a professional, welcoming experience for clients, both in-person and over the phone.
• Handle incoming and outgoing calls, direct inquiries, and always ensure exceptional service.
• Track all client interactions, including calls, emails, and requests using Salesforce CRM.
• Research and resolve complex client account issues, ensuring a high level of satisfaction.
• Review and prepare tax-related documents, including contracts, wills, and financial agreements.
• Prepare materials for client meetings and assist with meeting logistics.
• Escalate client issues to MD or WA in a timely manner and assist with resolutions.
• Draft outgoing correspondence to clients, maintaining professionalism and accuracy.
• Maintain and update client lead pipelines, ensuring efficient tracking of prospects.
• Gather and organize data for the creation of client financial plans.
• Support the development and maintenance of suitability documentation according to company standards.
• Oversee client onboarding and keep the team informed of progress.
• Manage client verification for data maintenance or money movement requests, logging information in Salesforce.

Key Competencies:

• • Strong verbal and written communication skills.
  • Ability to handle client inquiries professionally and resolve concerns effectively.
  • Excellent organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
  • Attention to detail and a commitment to high-quality service delivery.