Client Relationship Representative

Brophy Wealth Management, LLC; Bedford (NH); On-site; USD 50,000 - 65,000; Full time

Job summary

A growing Wealth Management Firm in Bedford, NH is seeking a Business Operations Manager to enhance client relationships and deliver exceptional service. The role involves coordinating client service activities, ensuring timely processing of paperwork, and supporting financial advisors. Ideal candidates will possess strong organizational and communication skills, and ideally have relevant finance industry experience. The firm offers a comprehensive benefits package and a collaborative work environment.

Benefits

Medical Insurance

Dental Insurance

401(k) with Profit Sharing

Vacation Time

Professional Development Budget

Qualifications

• Ability to multi-task and pivot between tasks throughout the day.
• Detail-oriented with a high degree of accuracy.
• Exceptional oral, written, and interpersonal communication skills.

Responsibilities

• Support the Wealth Management Team by providing excellent customer service.
• Act as the primary contact for client service questions and issues.
• Prepare client paperwork for upcoming meetings with Wealth Managers.

Skills

Problem-Solving

Organizational Skills

Communication

Education

Associate’s Degree

Tools

Excel

Redtail

Albridge

Job description

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Direct message the job poster from Brophy Wealth Management, LLC

Business Operations Manager at Brophy Wealth Management, LLC

A growing Wealth Management Firm based in Bedford, NH, that provides holistic financial planning services, asset allocation recommendations, and investment implementation for high-net-worth individuals and families is looking to hire a Client Relationship Manager. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind. A growing firm with a national client base is seeking the right candidate to work with the team to coordinate all client service activities to deliver an exceptional client experience.

This position is critical to building client advocacy and enduring relationships. The individual will spend the majority of time on client-facing activities to enable financial advisors to focus on client goals.

Responsibilities

1. Support the Wealth Management Team by providing excellent customer service, relationship building, prompt follow-up to client issues, and proactive problem-solving.
2. Prepare client paperwork for upcoming meetings with Wealth Managers.
3. Ensure paperwork is processed timely and accurately to minimize communication errors.
4. Provide Non-Advice Related Support for new and existing clients in person and over the phone.
5. Act as the primary contact for client service questions, issues, and problem resolution, escalating items to other team members if necessary.
6. Complete backup duties for other team members, including those from other departments, as needed.

Required Qualifications

• Ability to multi-task and pivot between tasks throughout the day.
• Strong problem-solving skills.
• Detail-oriented with a high degree of accuracy.
• Exceptional organizational skills: multi-tasking and meeting deadlines.
• Highly competent in computer skills, especially Excel.
• Exceptional oral, written, and interpersonal communication skills.
• Impeccable ability to maintain confidentiality and integrity.
• Positive attitude, personal organization, and ability to handle a heavy workload.
• Professional appearance and demeanor.
• Energetic, eager to learn, and willing to cooperate.

Preferred Qualifications

• FINRA Series 7 or 6, and 63 certifications.
• Associate’s Degree and four years in a client service role in the finance industry.
• Experience with database software Redtail.
• Experience with database software Albridge.

Additional Information

Benefits include medical, dental, Long/short-term disability, Life Insurance, FSA and dependent FSA, 401(k) with profit sharing, vacation time, and a professional development budget.

Seniority level

Entry level

Employment type

Full-time

Job function

Management and Manufacturing