Relationship Manager

Vista Wealth Solutions; Upton (PA); On-site; USD 70,000 - 90,000; 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 Reimb.</n>

Bonus potential up to 15% of salary

Job summary

Vista Wealth Solutions seeks a Relationship Manager to join our boutique wealth management team in Radnor, PA. You will handle inbound/outbound client communications, manage advisor calendars, and support client onboarding with digital tools.

You will coordinate asset transfers, assist with investment illustrations, and ensure accurate client data in our CRM. Strong organizational and communication skills are essential.

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 calls/emails or outbound updates on service requests
• Relay client account information and balances
• Manage advisor calendars and schedule meetings
• Coordinate asset transfers and client onboarding
• Collaborate with advisors and 3rd party teams on illustrations/proposals
• Execute money movement transactions as directed
• Maintain client information in CRM and files
• Educate clients on digital tools (eMoney, Investor360, DocuSign, ePay)
• Deliver white-glove service and build long-term relationships
• Stay current on policies, procedures and platforms

Skills

Highly organized

Excellent written and verbal沟通

Exceptional client service

Detail oriented

Strong time management

Team player

Multitasking

Adaptable

Goal oriented

Self-motivated

Relationship building

Fast-paced environment

Education

Active Series 7

Series 66 or Series 63 and Series 65 preferred

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.

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