Client Relationship Manager

Shore to Summit Wealth Management, LLC; Bethesda (MD); On-site; USD 75,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Job summary

Shore to Summit Wealth Management, LLC in Bethesda, MD, is seeking a Client Relationship Manager to nurture and maintain long-term relationships with qualified clients. You will understand client needs, address concerns, and deliver professional services in collaboration with STSWM financial advisors.

The role requires at least 2 years of experience, excellent communication, and the ability to manage calendars, meetings, and sensitive client information.

Qualifications

• Minimum 2 years’ experience as a Client Relationship Manager in financial advising.
• Excellent oral and written communication and interpersonal skills.
• Maintain comprehensive and accurate client records.
• Execute financial asset movements for clients.
• In-office 5 days a week in Bethesda, MD.
• Licensing: Series 7/66 licenses expected in future; existing licenses preferred.

Responsibilities

• Nurture and maintain long-term relationships with clients.
• Understand client needs and address their concerns for designated clients and advisors.
• Provide professional services and support to STSWM clients.
• Coordinate meetings and communications with clients and team members.
• Receive checks, process disbursements, and assist with new account processing.
• Maintain confidentiality and proper documentation.

Skills

Client relations

Communication

Record keeping

Asset movement

Meeting coordination

Calendar management

Independence

Team collaboration

Job description

Shore to Summit Wealth Management, LLC is a financial planning and asset management practice.We serve qualified high net worth investors and their families, entrepreneurs, small businesses, professional service corporations, and employees and retirees of publicly traded corporations.We provide complete wealth management strategies and education including 401(k) management.

The Client Relationship Manager plays a key role in nurturing and maintaining strong, long-term relationships with clients.This position involves working in financial services, understanding client needs, addressing their concerns, and professional services to designated clients and STSWM financial advisors.Effective communication, strategic thinking and a deep understanding of the company’s offerings are essential to excel in this role.

Requirements

• Minimum 2 years’ experience as a Client Relationship Manager working for a FA(s)
• Excellent oral and written communication and interpersonal skills
• Maintain comprehensive and accurate records for the clients
• Execute financial asset movement for clients
• Organize meetings, including scheduling, sending reminders and follow-up
• Answer phone calls in a polite professional manner
• Welcome visitors and identify the purpose of their visit before directing them to the appropriate FA or team member.
• Manage the FA’s calendar, including making appointments and prioritizing the most urgent matters
• Ability to work independently and effectively as part of a team, while managing multiple tasks and responsibilities simultaneously.
• Security Licensing is NOT initially required but future Series 7 and 66 licenses will be expected.

Existing licenses are preferred.

• Receive checks, process check disbursements and new account processing
• Basic understanding of brokerage account regulations and rules that govern client accounts.
• Need to be able to maintain an elevated level of confidentiality for clients and business
• In office 5 days a week – Bethesda, MD

Competitive Salary range: $75,000 - $135,000 depending on experience

50 % “employee only” health, dental and vision insurance