Current Job Listings:


Associate Advisor / Relationship Manager

 A successful candidate for the Associate Advisor / Relationship Manager position must combine their expertise for communication and relationship building with the ability to be detailed, organized, motivated and an accomplished problem solver. The Relationship Manager enhances the genuine relationships with the clients, works closely with the financial advisors and other professionals to monitor and implement wealth management strategies. This teamwork provides a positive unique experience for each client, professional or team contact.

REQUIRED KNOWLEDGE, SKILLS & ABILITIES

  • Bachelor’s Degree

  • Three years of business experience in financial, accounting or related fields

  • Excellent communication skills and a highly professional work ethic

  • Ability to handle multiple responsibilities and take initiative in a high volume work environment

  • Efficient organizational and time management skills

  • Strong detail orientation

  • Exceptional computer skills, including adaptability to utilize various software packages such as our client management system, scanning, Microsoft Office Suite, Morningstar, etc.

  • Demonstrated ability to work in a team environment

  • Preferred: CFA, CFP®, CPA certification or working towards professional designation

JOB RESPONSIBILITIES

Client Service

  • Responsible for enhancing the client experience by building and maintaining strong client relationships

  • Preparation and execution of administrative responsibilities for client meetings including implementation follow up

  • Communication with clients for administrative questions and needs

  • Accurate and efficient processing of client account transactions

  • Investment account and insurance paperwork preparation including follow up and confirmation of implementation

Firm Operations

  • Effective communications with the team

  • Ability to develop extensive an extensive knowledge of firm processes and procedures

  • Identify possible quality improvement and efficiency solutions for the firm

  • Maintenance of client management system database

  • Ability to work independently on projects, as well as to effectively relate to others to accomplish the objectives of the team

Marketing

  • Attend and represent Gilbert & Cook at various client-related functions as needed

Technology

  • Utilize our various software packages such as Junxure, Microsoft Office Suite, Morningstar, etc. efficiently to enhance other core responsibilities.

Compliance

  • Comply with rules and regulations of regulatory agencies and company policies and procedures.

Please call 515.270.6444 with any questions. Interested candidates may apply by sending resumes to info@gilbertcook.com


We are seeking an experienced relationship builder to work with our relationship management and operations teams on organizing and maintaining client paperwork, identifying efficiencies and streamlining processes to support firm and departmental goals.

The ideal candidate will have experience working with general operations duties and be comfortable in a fast-moving, dynamic environment. Experience in the financial services industry is preferred, however, any candidate with the right skill-set and attitude will be considered.

If you are a professional that desires to be in service to others, inspires an abundance mindset, exemplifies professionalism, listens generously, provides clarity through collaboration and are on a quest to grow and improve while being humbly confident, our firm is a great fit for you!

JOB RESPONSIBILITIES

  • Partner with the Operations Team and Relationship Management Team to organize, scan, upload and maintain paperwork.

  • Use Junxure Cloud CRM system to reconcile data and support database management

  • Prepare for client meetings to support relationship and adviser teams

  • Responsible for client agreement tracking, processing and filing

  • Assist with maintaining electronic document filing system

  • Provide team support, research and problem resolution

  • Assist in billing functions for all fee-based accounts, financial planning fees, tracking of commissions and trails, and compiling of various business metrics.

JOB SKILLS & QUALIFICATIONS

  • Bachelor’s Degree

  • Solid accuracy and attention to detail skills

  • Ability to balance changing priorities throughout the day

  • Self-starter

  • Excellent organizational and project management execution skills

  • Strong communication and follow-up skills

  • Multitasker and ability to work at a varied pace

  • Comfortable using Excel and learning ways to use it more effectively

  • Excellent computer skills

  • Knowledge of financial services industry is a plus

  • Sharepoint knowledge is a plus

Interested candidates may apply by sending resumes to info@gilbertcook.com

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