Related skills
account management client relationship management crm systems financial planning software regulatory compliance📋 Description
- Act as primary liaison for clients; provide exceptional service
- Build and nurture long-term client relationships and goals
- Anticipate needs; manage escalations; ensure timely communication
- Educate clients on services, tools, and resources
- Ensure accurate execution of trades and account transactions
- Coordinate with custodians and back-office to resolve issues
🎯 Requirements
- 10+ years in Financial Services; preferably at an RIA or Wealth management firm
- Bachelor's degree in finance, business, or related field; CFP/CFA preferred
- Strong relationship management; CRM, custodial, and financial planning software proficiency
- Demonstrated leadership with process improvement and client satisfaction
- Excellent verbal and written communication; problem-solving and analytical skills
- Knowledge of regulatory requirements for RIAs (SEC/FINRA)
🎁 Benefits
- Competitive base pay and comprehensive benefits
- Medical, dental, and vision insurance
- 401(k) with company contributions; Equity Purchase Program
- Flexible work arrangements; PTO and holidays
- Growth opportunities within the company
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