Licensed Client Relationship Manager
- Germantown, WI
- $45,000-65,000 per year
- Permanent
- Full-time
F 9:00 am – 12:00 pmCompensation
Compensation varies based on the specific qualifications and experience of the individual with a target base salary range of $45,000 to $65,000 and team bonuses ranging from 2-10% of annual salary.Benefits include health insurance stipend with HSA matching, a simple IRA match, and 80 hours of PTO and 20 hours of volunteer time off per year.Responsibilities:
Licensed Client Relationship Manager has the following responsibilities and duties:
- Participate in client meeting held by other advisors as directed
- Work with Client Service Admins to send paperwork for client signature and follow-up as needed until signed.
- Submit applications that require meeting with the client to complete.
- Complete redemptions, purchases, exchanges, fund transfers, and other financial management requests from advisory team
- Send appointment follow-up thank you and action items via email (Insights & Next Steps)
- Monitor pending recommendation implementation, i.e. ensure that tasks are completed
- Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator
- Respond to client emails or phone calls:
- Assess current need of client including timeline
- Directly respond to items that do not require specific case analysis
- Communicate between client and planning team or lead advisor to answer questions that do require case analysis
- Make calls with clients to request rollovers and transfers of their retirement accounts
- Document all client interactions in Salesforce profile
- Series 7/66 licensing
- WI State Life and Health insurance licensing
- 1-3+ years customer service experience
- Excellent communication skills, verbal and written
- Ability to thrive in high volume, fast paced environment
- Strong attention to detail
- Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
- Ability to work independently, prioritize tasks, and self-direct to meet deadlines
- Ability to maintain the integrity of sensitive/confidential information
- Desire to work collaboratively and support peers
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- Must be able to work with all roles of the practice
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations