Relationship Manager

Prime Capital Financial; Bethesda (MD); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Generous PTO

12 Paid Holidays

Employee Assistance Program

Job summary

Prime Capital Financial in Bethesda, Maryland, seeks a Relationship Manager to become the primary contact for clients and support advisors in wealth management and retirement planning. You will manage client interactions, prepare financial plans using eMoney, and coordinate with the team to deliver superior service.

Daily activities include data analysis, plan design support, timely responses to client inquiries, and ongoing client engagement to enhance the overall client experience.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or client relationship management.
• Proficiency in eMoney and other financial planning software (or willingness to learn).
• 401(k)
• Generous PTO
• 12 Paid Holidays
• EAP

Responsibilities

• Act as the first point of contact for clients, handling transactions, inquiries, and follow-ups to ensure client satisfaction.
• Utilize eMoney and other financial planning software to create and maintain client accounts, track data, and deliver high-quality financial plans.
• Prepare materials for client meetings, assist with case prep, and complete follow-up tasks, including updates to guidebooks and correspondence.
• Schedule client service appointments, manage calendars, and ensure all client service deliverables are completed on time.
• Work closely with Client Service Managers (CSMs), Directors of Operations (DOOs), and Advisors to execute client strategies and deliver exceptional service.
• Maintain workflows and databases with accuracy, track business processes, and generate performance reports as needed.
• Request and generate insurance illustrations and assist with performance reporting for all clients.

Skills

Client relationship management

Financial planning

eMoney proficiency

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance or Business

Tools

eMoney

Job description

We are seeking a motivated Relationship Manager to join our rapidly growing wealth management and retirement plan practice in our Bethesda, Maryland Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Bethesda team!

OBJECTIVES:

The Relationship Manager serves as the primary point of contact between clients and the firm, ensuring a seamless client experience and building lasting relationships. This role involves managing client interactions, supporting advisors, and executing financial planning processes with accuracy and efficiency.

Our Standards:

• Ability to work and make decisions independently, with minimal supervision.
• Excellent written and verbal communication skills.
• Comfortable with presenting to senior leaders.
• Superior attention to tasks, detail and follow through.
• Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
• Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
• Ability to adapt quickly and positively to change.
• Team player and collaborator; invest in building long-lasting relationships both externally and internally.
• Must possess a will-do/cando attitude.
• High standards of professionalism, ethics, confidentiality, and integrity will be paramount for this role.

Key Responsibilities:

• Client Relationship Management: Act as the first point of contact for clients, handling transactions, inquiries, and follow-ups to ensure client satisfaction.
• Financial Planning Support: Utilize eMoney and other financial planning software to create and maintain client accounts, track data, and deliver high-quality financial plans.
• Meeting Preparation and Follow-Up: Prepare materials for client meetings, assist with case prep, and complete follow-up tasks, including updates to guidebooks and correspondence.
• Scheduling and Coordination: Schedule client service appointments, manage calendars, and ensure all client service deliverables are completed on time.
• Collaboration and Team Support: Work closely with Client Service Managers (CSMs), Directors of Operations (DOOs), and Advisors to execute client strategies and deliver exceptional service.
• Data Management: Maintain workflows and databases with accuracy, track business processes, and generate performance reports as needed.
• Insurance and Reporting Needs: Request and generate insurance illustrations and assist with performance reporting for all clients.

Daily Responsibilities:

• Manage workflows and client data through eMoney and other financial planning tools.
• Input, model, and analyze data to develop high-quality financial plans.
• Assist Managing Directors with plan design and strategy development.
• Respond to client communications within 24 hours and ensure all deliverables are accurate and timely.
• Maintain ongoing contact with clients through email, phone calls, and meetings.
• Track and enhance business processes and deliverables to add value to the client experience.
• Prepare client files and documentation for case prep discussions and meetings.

Qualifications:

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years of experience in financial services or client relationship management.
• Proficiency in eMoney and other financial planning software (or willingness to learn).
• 401(k)
• Generous PTO
• 12 Paid Holidays
• EAP

Compensation:

This is a Non-Exempt Full-time position. Salary is determined based on experience.

Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. Through its Prime Retirement and Prime Wellness brands, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50+ locations throughout the United States, with over 200 investment advisor representatives and 190+ associates serving clients nationwide. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.