Client Relationship Manager & Servicing Advisor

BBF Wealth; New Jersey; On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Development opportunities

Networking groups

Diversity and inclusion focus

Job summary

A financial planning firm seeks a Service Advisor to manage and deepen existing client relationships. You will ensure client satisfaction by providing high-touch service and addressing client needs without prospecting for new business. Key responsibilities include facilitating client meetings, conducting reviews, and communicating market updates. A Bachelor's degree and 3 to 6 years of experience are required, along with SIE and Series licenses. This role is based in New Jersey, with a salary range of $55,000 to $80,000.

Qualifications

• 3 to 6 years of general work experience required.
• Licenses: SIE, Series 7, Series 63, 65 and/or 66 as required by state.

Responsibilities

• Manage and deepen relationships with assigned clients.
• Schedule and facilitate client meetings to review portfolios.
• Provide updates on market trends and portfolio performance.

Skills

Client Relationship Management (CRM) software

Microsoft Office Suite

Effective communication

Education

Bachelor’s Degree

Job description

**Job Description****Job Summary**Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Service Advisor to complement our existing team.The Service Advisor is accountable for managing and nurturing existing client relationships. The primary focus is to provide high-touch service, ensure client satisfaction, and effectively handle any client referrals. The Service Advisor supports the firm by improving client retention and contributing to the firm’s strategic growth goals without the expectation of prospecting for new business. This role ensures that each client’s financial plan is monitored, maintained, and aligned with long-term objectives.**Essential Duties and Responsibilities*** Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.* Be the main point of contact for all non-transactional client needs and ensure all client concerns are addressed.* Schedule, attend, and facilitate client meetings to review portfolios, performance, and goals.* Manage client referrals, ensuring smooth onboarding and integration into the firm.* Conduct quarterly and annual client reviews to align their financial goals with any changing life circumstances.* Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.* Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.* Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.* Take appropriate notes during client meetings, provide key insights, and handle documentation.* Ensure that all compliance standards are met for client documentation and communication.* Actively contribute to the firm’s ability to focus on high-level strategy by handling detailed administrative work related to client meetings.**Knowledge, Skills, and Abilities****Knowledge of*** Company’s working structure, policies, mission, and strategies* Managed account platforms* General office practices, procedures, and methods* Investment concepts, practices, and procedures used in the securities industry* Financial markets, products, and industry regulations* Trading terminology* Financial planning software**Skill in*** Client Relationship Management (CRM) software* Microsoft Office Suite* Effective communication (in-person, virtual, phone, and mail)**Ability to*** Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases* Analyze and research account information* Handle stressful situations and provide a high level of client attention in a calm and professional manner* Analyze problems and establish solutions in a fast-paced environment* Use appropriate interpersonal styles and communicate effectively* Work both independently and as part of a cohesive team* Demonstrate competence, dependability, and responsibility**Licenses/Certifications*** SIE* Series 7* Series 63, 65 and/or 66 as required by state*Money at Work, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” include but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.***Education**Bachelor’s (Required)**Work Experience**General Experience - 3 to 6 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Salary Range**$55,000.00-$80,000.00**Travel**Less than 25%**Workstyle**ResidentAt 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.#LI-LS1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.