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
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
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
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
Attend and represent Gilbert & Cook at various client-related functions as needed
Utilize our various software packages such as Junxure, Microsoft Office Suite, Morningstar, etc. efficiently to enhance other core responsibilities.
Comply with rules and regulations of regulatory agencies and company policies and procedures.
Interested candidates may apply by sending resumes to firstname.lastname@example.org