Relationship Manager

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) with match

Health, Dental & Vision Insurance

Long Term Disability

Generous paid time off

Education/License/Training Reimburs.*

Job summary

Vista Wealth Solutions in Radnor, PA seeks a Relationship Manager to support an experienced advisor and maintain client relationships. The role involves client meetings, calendar coordination, asset transfers, and documentation in a fast-paced wealth management environment.

Qualifications include a college degree, Series 7 and 66/63/65 licenses or equivalents, and 2+ years of industry experience. Compensation includes base salary with performance bonuses and comprehensive benefits.

Qualifications

• College Degree
• Active Series 7, and Series 66 or Series 63 and Series 65 preferred
• Two or more years of industry experience preferred

Responsibilities

• Answer inbound/outbound calls and emails with updates on service requests for advisors and clients.
• Manage the advisor's calendar and coordinate meetings with materials and Zoom credentials.
• Coordinate asset transfers and rollovers for existing accounts.
• Collaborate with advisors and 3rd party teams to request or run illustrations/proposals.
• Enter client information in CRM and maintain client files.
• Maintain client relationships and deliver white-glove service.
• Stay current on policies, procedures and new platforms.

Skills

Organized and detail-oriented

Written and verbal communication

Client service

MS Office and Adobe Acrobat Pro

Critical thinking and multi-tasking

Team player

Time management

Goal oriented and self-motivated

Education

College Degree

Tools

MS Office Suite

Adobe Acrobat Pro

Job description

Overview

We are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company’s core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day. As a Relationship Manager, you will work closely with one of the most seasoned advisors on our team where your focus will be keeping that advisor organized and prepared for all client meetings. This includes regular correspondence between you and the client(s) to ensure all requested documents are collected and used in coordination with one of our various software’s. You will also have many key relationships with internal and external support teams. This position also requires client facing meetings where detailed notes and the next steps delegated internally and externally are integral to being successful in this role. This role reports to the “Director of Wealth Management Operations.”

Summary Of Duties

• Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed)
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances
• Managing the advisor’s calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Schedule client and internal preparation meetings
• Coordinate asset transfers and rollovers for existing accounts
• Collaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposals
• Executing money movement transactions at the request of the client and/or financial advisor team
• Enter and maintain client information in our CRM and client files
• Pre-fill account documentation on client accounts and/or documents
• Educating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team
• Enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisor
• Assist the financial advisors in implementing their client service model
• Deliver white-glove service and maintain long-term client relationships
• Remaining current on all policies, procedures, and new platforms
• Perform special projects and duties as assigned

Candidate Qualifications

• College Degree
• Active Series 7, and Series 66 or Series 63 and Series 65 preferred
• Two or more years of industry experience preferred

Knowledge/Skills

• Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters
• Exceptional written and verbal communication skills required
• Exceptional client service skills
• Must be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms
• Critical thinking, attention to detail and multi-tasking skills required
• Passion for working collaboratively and building long-term client relationships
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred
• Detail orientated with superior organizational skills and ability to prioritize
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven

Compensation

• Starting Salary: $70,000/year
• Bonus Potential: Up to 5% annually based on team goals PLUS an additional up to 10% annually based on individual performance.

Benefits

• 401(k) with match
• Health, Dental & Vision Insurance offered
• Long Term Disability
• Generous paid time off
• Education/License/Training Reimbursement
• Bonus potential up to 15% of salary