We believe in differentiating our capital.
Under the general supervision of the Managing Director(MD)/Director of Operations (DO)/Manager of Operations (MOO), the Senior Relationship Manager (SRM) is responsible for managing and monitoring client relationships as directed by the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA). The Senior RM focuses on developing and maintaining strong client relationships with specific attention in the areas of client interaction, client development, and financial plan development and support.
ESSENTIAL DUTIES & RESPONSIBILITIES
The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.
· Ability to sit at desk for prolonged periods of time
· Ability to operate a wide range of office technology, such as operating a multi-line telephone system, computer, copier and fax machine
· Ability to read documents, reports, etc.
· Ability to answer phones and communicate with callers
Education and Experience:
Bachelor’s degree with minimum five years experience as Relationship Manager, Case Manager, Paraplanner in financial industry; or equivalent combination of education and experience. Series 65 or 66, and Certified Financial Planner designation required.
Required Knowledge of:
§ Microsoft Office (Outlook, Word, PowerPoint and Excel) and Google Apps.
§ Maintenance of confidential records.
Required Skills in:
§ Maintaining well organized and efficient processes
To perform this job successfully, an individual must be able to perform each essential job function assigned satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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