Associate, Client Relationship Manager

Role responsibilities

The Associate, Client Relationship Manager supports Advisory teams by managing the onboarding of new client accounts and providing exceptional client service. They also prepare reports and marketing materials for client meetings while adhering to the firm's control policies.

Requirements

Candidates must have a bachelor's degree and at least one year of professional experience in a client support service role. Strong attention to detail and exceptional communication skills are essential, along with proficiency in Excel and other software.

Key skills

Client Service, Attention to Detail, Interpersonal Skills, Communication Skills, Organizational Skills, Excel, Word, Outlook, Salesforce, PowerPoint

Keywords

Wealth Management, Client Relationship Management, Investment Strategies, Financial Services, RIA, Onboarding, Custodian Partners, Alternative Investments, Client Records, Reports, Marketing Materials, Control Policies, Collaboration, Excel, Salesforce, PowerPoint