Relationship Manager
On-siteAtlanta, Georgia, United States
Job Summary
Support the Financial Advisor team by serving as the key point of contact for non-administrative client requests and enhancing existing relationships. Document client interactions, execute on the team service model, and assist in developing client book segmentation strategies. Attend client review meetings to facilitate re-discovery conversations, capture notes in Salesforce, and track actions to ensure high-level service. Engage portfolio managers and specialists to coordinate sales activities, while monitoring and reporting on client satisfaction and resolving escalations. Own both client onboarding and offboarding processes. Maintain Series 7 and 66 licenses and complete required SAFE Act registration.
Required Qualifications
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
- SAFE ACT Registration
- Ability to obtain and/or maintain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- Individuals in this role are required to maintain a Form ADV -2B
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
- Must be able to lift 50 lbs
Desired Qualifications
- High School Diploma / GED / Secondary School or equivalent
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