Investment Client Relations Manager

Laffer Tengler Investments; Scottsdale (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Collaborative environment

Inclusive culture

High-quality benefits program

Job summary

A growing asset management firm in Scottsdale, Arizona, seeks a Client Service Associate/Relationship Manager. This role focuses on client onboarding and relationship management while requiring an understanding of investments. Candidates must have a four-year degree and 5+ years of relevant experience. Responsibilities include responding to client inquiries, engaging in daily operations, and providing exceptional service. The firm offers a collaborative work environment and opportunities for growth.

Qualifications

• At least 5 years of experience in accounting, finance, or client service.
• Ability to communicate investment concepts to high-net-worth individuals.
• Initiative to create and implement efficient workflows.

Responsibilities

• Develop understanding of the firm’s investment philosophy and products.
• Respond to client inquiries urgently and effectively.
• Engage in daily operations and facilitate client requests.

Skills

Client service experience

Understanding of investments

Communication skills

Organization skills

Ability to work under tight deadlines

Education

Four-year college degree in relevant field

Tools

APX

Black Diamond

SQL

Excel

Job description

A growing asset management firm in Scottsdale, Arizona, seeks a Client Service Associate/Relationship Manager. This role focuses on client onboarding and relationship management while requiring an understanding of investments. Candidates must have a four-year degree and 5+ years of relevant experience. Responsibilities include responding to client inquiries, engaging in daily operations, and providing exceptional service. The firm offers a collaborative work environment and opportunities for growth.