Job Description
Job Description
We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing administrative and sales assistance, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment.
Key Responsibilities:
- Oversee all operational aspects related to client management, including paperwork processing and execution of client requests.
- Deliver high-quality service by understanding clients’ individual needs and responding promptly.
- Work closely with Financial Advisors to ensure compliance with company policies and procedures.
- Provide backup coverage for other support staff during periods of high volume or absence.
- Utilize internal computer systems to support client service and drive business efficiency.
- Serve as the main operational resource and first contact for Financial Advisors’ operational needs.
- Draft correspondence such as letters and memos in accordance with established procedures.
- Maintain strict confidentiality at all times.
- Research, resolve, and follow through on complex client account issues until resolution is achieved.
Requirements:
- FINRA Series 7 license.
- Bachelor’s degree.
- Minimum of 2 years of experience in brokerage operations.
- Strong analytical and problem-solving skills.
- Outstanding organizational skills and attention to detail.
- Intermediate proficiency with computer applications.
- Working knowledge of fixed income products, equities, mutual funds, insurance, and annuities.