Client Relationship Manager

Jobtailor; North Carolina; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned clients, and communicating clearly to build lasting relationships while supporting advisors with planning solutions.

Ideal candidates have 2+ years of experience, plus FINRA Series 7/63/65/66 and Life & Health licenses,

Qualifications

• 2+ years of experience in wealth management or client advisory.
• Experience serving high-net-worth clients and delivering tailored financial solutions.
• Strong interpersonal communication and relationship-building capabilities.

Responsibilities

• Partner with Wealth Management Advisors to deliver client service and support high-net-worth clients.
• Operationally lead Wealth Management advisory teams to help clients achieve financial goals.
• Manage responsibilities for a book of assigned clients and ensure service quality.
• Communicate clearly and succinctly to build meaningful relationships and support planning solutions.

Skills

Interpersonal communication

Relationship building

Client service

Operational leadership

Job description

• partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
• manages the responsibilities for a book of assigned clients
• communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills
• builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions

Requirements

• 2+ Years Required; 3+ Years Preferred
• FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
• Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Soft Skills

• interpersonal communication
• relationship building
• client service
• operational leadership

Certifications & Qualifications

• Series 7
• Series 63
• Series 65
• Series 66
• Life and Health Insurance License