Investments Relationship Specialist

F&M Bank (Farmers & Merchants Bank); Harrisonburg (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

F&M Bank seeks an Investments Relationship Specialist to support financial Advisors with client onboarding, meetings, and marketing materials. You will coordinate seminars, manage follow-ups on transfers, and prepare trade instructions when Advisors are unavailable.

The role requires strong organizational and communication skills, knowledge of CRM, and the ability to handle confidential information. This is a full-time, on-site position in Harrisonburg, VA.

Qualifications

• High school diploma or equivalent with prior admin experience.
• Experience in financial services is preferred.
• Series 7, 66, and Health/Life licenses or eligibility within 6 months.
• Strong organizational and numerical abilities are required.

Responsibilities

• Onboard new account clients into CRM following procedures.
• Follow up with clients on transfers, rollovers, checks, and delivery needs.
• Schedule appointments for clients and prospective clients with Advisors.
• Assist Advisors in identifying relationship opportunities.
• Meet with clients to accept unsolicited trades in Advisors' absence.
• Create and maintain marketing materials with the marketing dept.
• Coordinate seminars and client appreciation events.
• Prepare meetings and take minutes; track referrals for bonuses.
• Perform additional admin and clerical duties as required.
• Maintain regular, reliable attendance.

Education

High school diploma or equivalent

Associate degree (preferred)

Tools

CRM software

Job description

Description

The Investments Relationship Specialist provides administrative, sales, and marketing support to F&M Financial Services Advisors.

Essential Duties

Investments Relationship Specialist I / II:

• Onboards new account clients into appropriate systems including creating client profile in Customer Relationship Manager (CRM) system following proper procedures.
• Follows up with clients on transfers, rollovers, checks, and delivery requirements.
• Schedules and organizes appointments for clients and prospective clients with Advisors.
• Assists Advisors in searching for relationship opportunities internally and externally.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors ( move to below) .
• Creates and maintains marketing materials in conjunction with F & M Bank marketing department. Provides marketing/promotional materials to branches ensuring stock is current.
• Coordinate seminars, events, and other client appreciation events.
• Prepares for and coordinates department and other meetings. Prepares meeting agendas and other information needed as well as takes meetings’ minutes.
• Tracks referrals from Bank employees and provides report to Human Resources for referral bonuses.
• Performs other related administrative, operational, and clerical duties as required.

Description

The Investments Relationship Specialist provides administrative, sales, and marketing support to F&M Financial Services Advisors.

Essential Duties

Investments Relationship Specialist I / II:

• Onboards new account clients into appropriate systems including creating client profile in Customer Relationship Manager (CRM) system following proper procedures.
• Follows up with clients on transfers, rollovers, checks, and delivery requirements.
• Schedules and organizes appointments for clients and prospective clients with Advisors.
• Assists Advisors in searching for relationship opportunities internally and externally.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors ( move to below) .
• Creates and maintains marketing materials in conjunction with F & M Bank marketing department. Provides marketing/promotional materials to branches ensuring stock is current.
• Coordinate seminars, events, and other client appreciation events.
• Prepares for and coordinates department and other meetings. Prepares meeting agendas and other information needed as well as takes meetings’ minutes.
• Tracks referrals from Bank employees and provides report to Human Resources for referral bonuses.
• Performs other related administrative, operational, and clerical duties as required.
• Maintains regular, reliable attendance.

Investments Relationship Specialist II (Licensed)

• Assists in providing investment guidance to customers that may require transactions to be processed.
• Prepares financial plans and executes trades as needed to help clients achieve their goals.
• Meets with clients to accept unsolicited trades or instructions in the absence of Advisors.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills, And Abilities

• Excellent organizational skills.
• Possess effective interpersonal skills to relate to all audiences.
• Excellent pc skills to include MS Office products and ability to learn and utilize other job-specific software.
• Strong written and verbal communication skills.
• Respond to and deal effectively with all types of customers.
• Add, subtract, multiply, divide in all units of measure using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
• Respond to sensitive inquiries and work with and maintain confidential/sensitive information.
• Team player with the ability to work independently and manage multiple priorities.

Required

Education and/or Experience:

• High school diploma or equivalent and prior administrative experience.

Preferred

• Series 7, 66, and Health and Life License or licensed within 6 months of hire to advance to Investments Relationship Specialist II.
• Associate degree and a minimum of one-year administrative experience or equivalent combination of education and experience.
• Experience in financial services industry.

Physical And Mental Demands

• The employee regularly sits and uses hands to finger, handle, or feel objects, tools, or controls.
• The employee frequently is required to talk or hear.
• The employee is occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch.
• The employee must regularly lift and/or move up to 10 pounds and may occasionally lift up to 50 pounds.
• Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Noise level is usually moderate.

Position Type/Hours

This is a non-exempt position working primarily Monday - Friday, 8:30 a.m. – 5 p.m. with afterhours work and overtime as necessary.