Relationship Manager

Employer
2ND Opinion Partners
Location
Riverwoods, Illinois or Work from Home
Salary
$55k to $75k + benefits
Closing date
Nov 8, 2021

View more

Job Role
Registered Representative
Employment Type
Full Time
Level
Entry Level
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  • Actively participate in all assigned Partners or Wealth Adviser client meetings.
     
  • Demonstrate the ability to escalate potential client issues to Partners or Wealth Adviser as appropriate.
     
  • Actively document all notes and action items during client meetings and ensure all commitments made by the Partners or Wealth Adviser are being completed in a timely manner.
     
  • Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in Salesforce and completed within the specified time frame.
     
  • Under the direct oversight of the Partners or Wealth Adviser, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client’s financial plan as appropriate.
     
  • Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients.
     
  • Manage developing and maintaining suitability documentation utilizing client file standards.
     
  • Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendations to ensure quality standards, including full and fair disclosure. Initiate, process and follow-up on new business, including the accurate completion and execution of Mind Maps.
     
  • Act as the primary point of contact for all client interactions, working with team members to ensure a timely response to all client questions and concerns.
     
  • Establish and maintain positive relationships with existing firm clients to ensure client satisfaction.

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