Client Relationship Manager

Nichols College; Dudley; On-site; GBP 40,000 - 80,000; Full time

Job summary

An innovative financial services firm is seeking a Relationship Manager to enhance client service and assist in developing personal financial plans. This full-time role offers the chance to work closely with lead advisors, manage client operations, and collaborate with teams to deliver exceptional service. The ideal candidate will possess strong communication skills, experience in wealth management, and proficiency in financial planning tools. This is a unique opportunity to make a direct impact in a rapidly growing firm, where creativity and teamwork are highly valued. Join a dynamic environment that fosters professional growth and offers competitive benefits.

Benefits

Competitive Benefits

Performance-Based Bonus

Creative Work Environment

Qualifications

• Excellent verbal and written communication skills; writing samples may be requested.
• Proficiency with Microsoft Office Suite and financial planning tools.

Responsibilities

• Anticipate client needs and maintain detailed records of client characteristics.
• Utilize financial planning tools to develop and present financial plans.

Skills

Verbal Communication

Written Communication

Team Management

Client Relationship Management

Education

Bachelor's Degree in Finance or Related Field

1-3 Years Experience in Wealth Management

Tools

Microsoft Office Suite

eMoney

MoneyGuidePro

CRM Systems

Morningstar

Bloomberg

Job description

Job Listing: Relationship Manager

Expires on June 1, 2025

Full-Time Role in Accounting, Data Analytics, Economics & Finance

Company Overview: MONECO Advisors, LLC is a holistic financial services firm based in Fairfield, CT, offering a wide range of financial planning solutions. The firm employs a modern approach to the finance industry, rooted in a strong culture. We seek energetic individuals with a fresh perspective and innovative ideas to join our team.

Role Overview: The Relationship Manager will work directly with lead advisors, enhancing client service and assisting in building, presenting, and executing personal financial plans.

Main Responsibilities:

1. Concierge Client Experience: Anticipate client needs, exceed expectations, maintain detailed records of client characteristics, develop relationships, and attend meetings.
2. Financial Plan Development: Utilize financial planning tools to build, maintain, and present financial plans.
3. Client Operations: Manage processes related to accounts, transfers, money movement, and maintenance.
4. Team Management: Collaborate with advisors and support teams to meet client needs and prepare for engagements.

Qualifications:

• Excellent verbal and written communication skills; writing samples may be requested.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
• Prior internship or 1-3 years experience in wealth management, financial planning, or client services preferred.
• Experience with financial planning tools (eMoney, MoneyGuidePro), CRM systems, or research applications (Morningstar, Bloomberg) is a plus.
• Strong team management and coordination skills.
• Willingness to represent the firm in the community.

This is a unique opportunity to be creative, manage teams, and see the direct impact of personal financial planning. The position offers a full-time salary, competitive benefits, and a performance-based bonus. Join one of Connecticut's fastest-growing independent firms!