Strategic Wealth Client Relations Lead

GILBERT & COOK INC; West Des Moines (IA); On-site; USD 65,000 - 95,000; Full time

Job summary

Gilbert & Cook Inc. in West Des Moines, IA, is seeking an experienced Relationship Manager to grow client relationships within a private wealth management environment. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building.

The role prioritizes accurate, organized work, collaborative client care, and a holistic approach to wealth management for a discerning clientele, with internal growth opportunities.

Qualifications

• 2+ years of proven experience in the financial services realm.
• Strong communication and presentation skills.
• Strong time management and organizational skills – ability to handle multiple responsibilities and take initiative in a high-volume work environment
• Accuracy, attention to detail, and the ability to explain complex information clearly.
• Excellent PC knowledge and ability to operate database systems.
• Preferred: Bachelor’s degree, CFP certification or interest in obtaining certification

Responsibilities

• Support Advisor in delivering service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to-day administration
• Enhance client experience by building and maintaining strong client relationships
• Actively participate in a collaborative team designed to serve the client
• Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up
• Participate in client meetings and responsible for documentation of decisions and action item assignments
• Communicate with clients for administrative inquiries and needs as they arise
• Accurate and efficient processing of client account transactions
• Investment account and insurance paperwork preparation including follow-up and confirmation of implementation
• Comply with all industry rules and regulations
• Provide a holistic approach to client management
• Proactively helps to resolve issues or concerns

Skills

Communication

Presentation

Time management

Attention to detail

Client service

Financial services experience

Education

Bachelor’s degree or CFP certification

Tools

Database systems

Job description

RELATIONSHIP MANAGER

Summary

Are you looking to work in a growing company that can provide internal growth potential? Doyou have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships? We are seeking an experienced Relationship Manager to join a well established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa.

The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship Manager position must combine their expertise in problem solving and communication with the ability to be detailed, organized, and motivated in their work. If you share our passion and high standards for delivering a unique experience and the ability to provide clarity and instill confidence to our clients, this position may be perfect for you.

Our ideal Gilbert & Cook team member demonstrates the following core values:

In Service to Others- An aspiration to make a positive difference in the lives of theindividuals and families that we serve. Provides and inspires prosperity and an excess of what it is that our clients value.

Exemplifies Professionalism- Our clients know us by our actions – the way we showcare in our service and sincerity in our approach to doing the right thing.

Listens Generously- Active listening is technical and superficial, but listening from anopen heart is generous, by way of feeling another as you see through their eyes, not your own.

Provides Clarity through Collaboration- Working together towards the commongoal, bringing clarity to complex situations.

Consistently on a Quest to Grow and Improve- A desire to use innovation andefficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.

Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience.

About the Company

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering aunique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you. You could be successful at Gilbert & Cook if you have:

Candidate Requirements

2 years of proven experience in the financial services realm (financial adviser, controller,planner, specialist, banker, accountant, or related experience)

Strong communication and presentation skills

Strong time management and organizational skills – ability to handle multipleresponsibilities and take initiative in a high-volume work environment.

Accuracy, attention to detail, and the ability to explain complex information clearly and simply

Excellent PC knowledge and ability to operate database systems

Capability and desire to demonstrate the Gilbert & Cook Core Values

Preferred: Bachelor’s degree, CFP certification or interest in obtaining certification

Role Responsibilities

Support Advisor in delivering service to clients through meeting material preparation,meeting attendance, post-meeting action item execution and day-to-day administration

Enhance client experience by building and maintaining strong client relationships

Actively participate in a collaborative team designed to serve the client

Prepare and execute administrative responsibilities and organization of files and

paperwork for client meetings, including implementation follow-up

Participate in client meetings and responsible for documentation of decisions and actionitem assignments

Communicate with clients for administrative inquiries and needs as they arise

Accurate and efficient processing of client account transactions

Investment account and insurance paperwork preparation including follow-up andconfirmation of implementation

Comply with all industry rules and regulations

Provide a holistic approach to client management

Proactively helps to resolve issues or concerns