Post Date: 09/08/2020
Close Date: 10/09/2020
The Relationship Manager (RM) supports Lead Advisors with operational support and the execution of retention strategies for Cable Hill’s existing client base. This is a client-facing role, requiring superior customer service skills. This is a salaried, exempt position, reporting to the Director of Operations.
Duties & Responsibilities
Manage and support client relationships to ensure a gold standard client experience. Engage in regular in-person, telephone and email client interaction.
Collaborate closely with Lead Advisors at all stages of the client review meeting process, including preparation of materials and attendance at the meetings. Ensure accurate and detailed notes are entered into the CRM following the meeting. Follow up on action items.
Execute client trades. Performs tasks associated with client’s cash flow and money movement directives.
Interact as needed with custodians. May assist Client Service Associates with troubleshooting custodian-related matters. Ensure the accuracy and integrity of electronic record-keeping with the firm’s custodians.
Coordinate client service models to determine proactive client touch points.
May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
Oversee the documentation related to client onboarding and ongoing maintenance including account applications, transfer documents and other forms as required.
May perform calendaring functions with both internal teams and external clients, prospects and COIs.
Ensure accuracy and integrity of client records, centers of influence (COI), and prospective clients.
Assist with the training of new or newly promoted client-facing team members.
Work with team members to ensure training and reference documents are accurate and updated as needed. Monitor industry trends and alerts and disseminates pertinent information as needed.
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