Client Relationship Manager Schaumburg, IL

Advisor Talent Solutions

Job Location:

Schaumburg, IL - USA

Yearly Salary: $ 60000 - 72000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Relationship Manager

Firm: Stephen Smith Financial

Location: Schaumburg IL

Overview:

Stephen Smith Financial is a retirement focused financial advisory firm based in Schaumburg IL committed to helping individuals and families build lasting financial security. We are excited to add a Client Relationship Manager to our team!

Were excited to find someone who excels at connecting with people and is ready to grow with our dedicated team. Youll be responsible for nurturing and growing relationships with existing clients supporting their financial goals and ensuring the highest level of service.

What youll do:

Deliver a seamless onboarding experience for new clients ensuring personalized attention and exceptional service at every step
Manage all ongoing client needs and communications
Conduct performance reviews and regular account check-ins
Assist with money movement requests and related transactions
Set up and educate clients on using the client portal
Coordinate with our Medicare team to arrange necessary services
Implement the financial plans developed by the lead advisor
Provide responsive tailored support throughout the client relationship
Maintain the firms CRM system through accurate data entry and database management
Monitor and track pending service work ensuring clients receive personalized update calls regarding the progress of their requests
Complete each service request and resolve client issues
Manage calendars including appointment scheduling and rescheduling
Prepare client review summary for upcoming appointments

What Were Looking For:

Bachelors degree
3-5 years experience servicing and supporting clients
Experience using platforms such as: Fidelity Charles Schwab E-Trade Morgan Stanley Edward Jones Wells Fargo J.P. Morgan Chase Private Client Vanguard Merrill Lynch Raymond James Northern Trust Fisher Investments
Series 65 license and Life & Health license required
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office suite and CRM tools
Excellent communication; written and verbal
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

What Youll Get:

Pay & Perks:

Base salary of $60000$72000 per year commensurate with experience plus commission. Total first-year compensation potential is $80000$100000
PTO
Flexible hours to support work-life balance
Develop your professional path within a growing organization

Schedule:

In office: Monday Friday 8:30am-5:00pm
Occasional evenings for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Manager

Position: Client Relationship ManagerFirm: Stephen Smith FinancialLocation: Schaumburg ILOverview: Stephen Smith Financial is a retirement focused financial advisory firm based in Schaumburg IL committed to helping individuals and families build lasting financial security. We are excited to add a Cl...