Client Relationship Manager

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Woodbridge Township, New Jersey, is seeking an Advisor Support role to manage correspondence and enhance client relationships. The ideal candidate should be detail-oriented, organized, and comfortable in a fast-paced environment, with skills in Microsoft Office. Experience in Salesforce and licensing is a plus. This position requires proactive communication and collaboration to assist the Advisor effectively.

Qualifications

• Excellent verbal and written communication skills.
• Exceptionally professional and organized.
• Extremely detail-oriented.
• Comfortable in a fast-paced environment.

Responsibilities

• Manage Advisor’s e-mail correspondence and calendar.
• Supervise social media accounts and marketing campaigns.
• Handle incoming calls in a professional manner.
• Schedule and confirm appointments in a timely manner.
• Assist with file prep and larger mailings.
• Proactively manage client information.
• Complete and follow up on new business applications.
• Act as liaison between Advisor and clients.

Skills

Excellent verbal and written communication skills

Professional and organized

Detail-oriented

Comfortable in a fast-paced environment

Ability to collaborate and maintain relationships

Discretion and client confidentiality

Client-first attitude

Proficiency in Microsoft Office

Education

Life, Accident, and Health License

FINRA registrations

Tools

Salesforce

Job description

The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Duties & Responsibilities

• Manage Advisor’s e-mail correspondence and professional calendar
• Supervise Advisor’s social media accounts and marketing campaigns
• Handle incoming calls in a friendly and professional manner
• Schedule and confirm appointments in a timely manner
• Assist with file prep, paper filing and larger mailings
• Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate
• Accurately complete, submit, and follow up on status of all new business applications
• Act as direct liaison between Financial Advisor and clients
• Provide ad hoc support on assigned projects and any escalations

Qualifications

• Excellent verbal and written communication skills
• Exceptionally professional and organized
• Extremely detail-oriented
• Comfortable in a fast-paced environment
• Ability to collaborate with others, build and maintain relationships
• Ability to use discretion and maintain client confidentiality
• Client-first attitude
• Proficiency in Microsoft OfficeExperience in Salesforce is a plus
• Life, Accident, and Health License and/or FINRA registrations are a plus