Client Relationship Manager

USAmeriBank   •  

Wayne, NJ

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 104 days ago

This job is no longer available.

Job DescriptionThe Client Relationship Manager will provide institutional and high-net worth marketing, business development and client service with a focus on understanding RIA client needs and work with the President and Director of Business Development to build and execute marketing strategies. Responsibilities include but are not limited to:

  • Identify and develop potential referral sources and opportunities to secure new business, including but not limited to: centers of influence such as accountants and attorneys. Work with Hallmark's President and the Director of Business Development to design and execute strategy.
  • Manage high net-worth and institutional client relationships. Meet with clients to address specific investment and planning needs. Work with clients and Hallmark staff to resolve issues and ensure client retention.
  • Create and present financial plans to address planning needs for retirement, education, etc. under supervision of Hallmark's President.
  • Liaise with Hallmark Client Relationship Operations team to facilitate account opening and client servicing. Prepare new account paperwork as required.
  • Ensure client accounts are in compliance with prevailing regulations and Hallmark policies.

RequirementsRequired Skills:

  • Strong aptitude in finance and marketing.
  • In-depth knowledge of the financial service industry's best practices.
  • Client service and relationship management abilities.
  • Ability to think analytically and resolve client issues promptly.
  • Strong interpersonal, verbal and written communication skills.
  • Advanced computer skills, especially with Microsoft Office applications.

 RequiredExperience:

  • Bachelor's Degree and a minimum of four years related experience in Wealth Management.
  • Certified Financial Planning (CFP) designation.
  • Series 65 or 66 license.
  • Experience with Naviplan software preferred.
  • Master's Degree in a related field preferred.

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