Relationship Manager
Relationship Manager
Posted on :
15-04-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Summary
COR Financial Group a growing multistate financial services practice with Thrivent is looking for a fulltime Relationship Manager in Ann Arbor MI. Are you a person of high integrity strong capability and have a genuine passion to care for others If so we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially.Position Summary:
This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly upbeat demeanor. The role supports daily operations of the practice including but not limited to answering the phones meeting/greeting members coordinating marketing efforts for MI office utilizing proprietary software in support of client relations and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service then this role is a great fit for you.
Benefits include: 401k available after 6 months Paid Time Off Holiday Pay Medical Benefits (Medical dental vision term life disability)
Compensation: $2024/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
- Hospitality lead for the Ann Arbor office; including meeting and greeting clients
- Physical site manager of the Ann Arbor office
- Decorate the office for the holidays
- Manage the cleaning service
- Oversee the snow removal vendor to ensure safety of clients during the winter
- Assist in scheduling meetings with clients on behalf of the practices Advisors
- Assist in coordinating local marketing events and other marketing activity at the direction of the Director of Client Experience
- Attend all local client events greeting clients as they arrive
- Interface with contacts to coordinate mailings gifts and other communications
- Assist in coordinating team events & birthday celebrations
- Perform routine administrative duties such as maintaining office supplies processing mail filing and disclosure delivery
- Update contact management system with client contact and preference information
- Assist in preparing file folders for client meetings
- Support Administration Department in obtaining any needs for new business
- Provide backup support on tasks that do not require any type of licensing or registration for other staff members as needed
- Keep sales team on track and assist with meeting support
- Additional responsibilities may be assigned in accordance with business needs
Position Qualifications
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint SharePoint Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products services and Thrivent Financial
Competencies
- Planning/Organizing
- Client Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of COR Financial Group recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
