Client Relationship Manager

Job Title: Client Relationship Manager

Company: Wealth Management Company

Type: Full-time In-Office (Cincinnati OH)

Work Hours: 8:30am-4:30pm

Robert Hess Search Group is seeking a growth-minded detail-oriented Client Relationship Manager for a confidential wealth management client in Cincinnati. This role works directly with Financial Advisors to prepare client reviews manage trading and handle account administration.

Essential Responsibilities

• Prepare and assist with client reviews carrying out follow-up action items and work instructions.
• Execute trades (buy/sell) open new accounts update beneficiaries and process variable annuity exchanges.
• Build out retirement plans and education goals in collaboration with advisors.
• Manage RMDs inherited RMDs and tax loss harvesting.
• Prepare client documentation for CPAs based on distributions capital gains and unrealized capital gains.
• Assist with estate planning document review (trusts powers of attorney key roles/players).
• Meet with clients walk them through obtaining tax documents and open accounts.

Qualifications & Requirements

• SIE and Series 7 top-off licenses are required.
• Flexible on additional licensing: Series 66 preferred or combinations of Series 6 63 and/or 65.
• 5 years of experience in an independent broker-dealer or RIA environment.
• Strong work ethic self-starter highly organized and detail-oriented with excellent communication skills.
• Life and Health Insurance License OH 2024 (preferred) company will require in 90 days

Compensation & Benefits

• Target salary range is $60000 to $70000 depending on experience and licensing
• Bonus opportunity
• Company provided and paid 4% 401(k) contribution
• Health insurance benefits
• Includes paid time off (PTO) and paid company holidays