Client Relationship Manager
Client Relationship Manager
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$ 60000 - 70000
1 Vacancy
Job Description
Position Summary:
The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor relationships presenting relevant materials to clients or team members and other basic administrative duties. This position requires excellent organizational skills a commitment to providing friendly and professional client services and the ability problem-solve while adhering to regulatory requirements. The role also involves learning about investment products and the legal and legislative rules governing qualified corporate retirement plans.
Cerity Partners is excited to open a new office location on Oahu. This role will be hybrid and based out of Honolulu.
Primary Responsibilities
Basic preparation of client forms and financial reports for client meetings.
Presentation of relevant materials to clients on a quarterly or semi-annual basis
Provide ongoing support to clients while ensuring requests/needs are managed in a timely manner
Maintaining accurate client records as needed
Develop knowledge of investment accounts products and the forms required to transact business.
Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner.
Ongoing maintenance and quality control of CRM.
Organize advisory team meetings and events.
Collaborate with other departments to improve general processes receive/provide feedback as needed.
Maintaining communication and coordinating services with 3rd party vendors
Receive client calls and resolve questions/issues as needed.
Execute client appreciation and retention activities.
Providing account and regulatory/legislative updates in a timely manner
Ability and willingness for local and extended travel as needed
Required Qualifications:
Bachelors degree
2 - 5 years of experience
Skills and Competencies:
Demonstrate strong and effective communication organizational and time management skills.
Comprehensive knowledge of investment accounts products and the forms required to transact business.
Ability to work in a team based/collaborative environment.
Must accept and thrive in a fast-paced changing environment.
Interest in applying for/maintaining ongoing or continuing education credentials
Demonstrate proficiency with Microsoft 365 Adobe Salesforce Zoom
Adherence to all compliance policies & procedures.
Demonstrate the Cerity Partners culture.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at a time.
Compensation Range:
$
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Manager
Employment Type
Full-Time
