Relationship Manager: Wealth & Client Growth

Park Edge Advisors, LLC; Cleveland (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

Park Edge Advisors, LLC in Cleveland, OH is seeking a Relationship Manager to sustain and deepen existing client relationships, deliver tailored financial guidance, and ensure high-quality service. You will collaborate with Lead Advisors and specialists to implement financial plans and conduct regular reviews to address client needs.

The role emphasizes seamless coordination of service, planning, and investment teams to ensure timely task completion and exceptional client experiences.

Responsibilities

• Provides objective, unbiased financial advice to a diverse mix of clients by understanding the client’s needs, engaging the appropriate expertise, and devising an appropriate solution.
• Development and management of existing client relationships, including ongoing and regular client contact and communications.
• Client meeting preparation: review prior meeting notes and previous tasks, prepare current materials, select the relevant agenda, generate reports required by the agenda, and review all required paperwork prior to meetings.
• Provide post meeting follow-up. Enter post-meeting notes, follow-up tasks, portfolio changes, and planning revisions, etc.
• Client service, including planning updates, portfolio changes and performance reviews, and new opportunity identification.
• Coordinate all financial planning and the appropriate mix of investment strategies.
• Maintain accurate notes and records regarding client matters in the CRM.
• Keep client team members adequately informed on all active and pending client matters.
• Identify new asset opportunities among existing clients and deepen existing client relationships.
• Identify and follow-up on referrals from existing clients.

Job description

Park Edge Advisors, LLC in Cleveland, OH is seeking a Relationship Manager to sustain and deepen existing client relationships, deliver tailored financial guidance, and ensure high-quality service. You will collaborate with Lead Advisors and specialists to implement financial plans and conduct regular reviews to address client needs.

The role emphasizes seamless coordination of service, planning, and investment teams to ensure timely task completion and exceptional client experiences.