Client Relationship Manager

Fwainvest; Naperville (IL); On-site; USD 35,568 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plans

Paid time off and parental leave

Job summary

Fwainvest in Naperville, Illinois, is seeking a Practice Business Manager to provide essential support to financial advisors and clients. The candidate should possess strong communication and problem-solving skills, along with experience in a dynamic financial services environment.

This role involves managing client experiences, coordinating with home office staff, and developing training for financial advisors. A Bachelor's degree in a related field is required, complemented by relevant licenses like SIE and Series 7.

Qualifications

• 3+ years of experience in financial services.
• Bachelor’s degree in a related field.
• Licenses: SIE, Series 7, Series 63, 65, and/or 66.

Responsibilities

• Develop plans to monitor and control expenses.
• Lead delivery of the client experience.
• Coordinate workflows with home office personnel.
• Research and resolve complex client issues.
• Educate financial advisors on product enhancements.

Skills

Effective communication skills

Problem-solving skills

Organizational skills

Task management

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

High School Diploma

Tools

CRM Software

Job description

## Practice Business ManagerApplylocations: Naperville, Illinois - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0011575**Job Description Summary****Job Description****Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!**Responsibilities*** Development and execution of a strategic plan to monitor and control expenses to facilitate revenue growth of the practice, improve productivity, realize operational efficiencies and address competitive landscape.* Leads delivery of the client experience, including management of administrative procedures as well as directing and coordinating execution of client requests.* Works directly with home office personnel to coordinate branch-home office workflow.* Researches and resolves complex problems relating to client accounts and inquiries.* May review daily work of practice team’s support staff, including evaluating workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.* Plan and coordinate special projects for practice to include client events for clients and prospects that result in a return on investment.* Assess training needs, identify industry-developed training programs and coordinate training implementation.* Educates and assists with training financial advisors on the latest platform and product enhancements, including new software, websites and other tools and resources.* Educates financial advisors on the benefits of offered products and services for their clients through individual or group meetings and presentations.* Develop and maintain strong relationships with key business partners both internal and external.* Assists in sourcing and developing new financial advisor affiliations to achieve branch recruiting goals.* Establishes relationships with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.* Maintains a prospect database, gathering information and data on prospects to be used to determine suitability in the branch recruiting process.* Participates in conference calls and meetings with prospects to understand their business and product mix and to address issues, interests and concerns.* Prepares payout analyses based on prospect’s production and mix of business; generates proposals for prospects.* Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.* Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.* Responds to requests from Financial Advisors who need assistance in selling products.* Assists with the creation of business development strategies, and with maintaining and expanding referral sources including the coordination of target marketing campaigns.* Performs other duties and responsibilities as assigned.**Education/Experience Requirements*** Bachelor’s degree in related field and a minimum of three years’ experience in the financial services industry~or~* An equivalent combination of experience, education and/or training as approved by Human Resources**Licenses*** SIE required provided that an exemption or grandfathering cannot be applied* Series 7* Series 63, 65 and/or 66 as required by state* Ability to obtain additional securities and advisory state registrations if required by state.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Salary Range**$35,568.00-$120,000.00**Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.