Client Relationship Manager
Company: Bell & Valente Wealth Services
Location: Plano
Posted on: May 13, 2022
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Job Description:
As the client relationship manager, you will be responsible for
all aspects of client communication, ensuring we maintain the
highest level of client care. In this role, you will create and
prepare documents for client meetings and develop follow-up tasks
for a single, senior financial advisor. You will participate in
client meetings and help prepare financial plans. You will assist
the advisor with equity, ETF, mutual fund research, and account
performance monitoring.- Actively uncovering additional business
development opportunities- Scheduling clients with one Financial
Advisor and/or for further consultation - Bachelor's degree or
equivalent work-related experience- A valid and active Series 7
license is required (may be obtained under a condition of
employment) - A valid and active Series 63 license is required (may
be obtained under a condition of employment) - Outstanding written
and oral communication skills- Ability to work independently and
effectively as part of a team, while handling multiple tasks and
responsibilities simultaneously- Ability to manage multiple client
situations, needs, and inquiries simultaneously- Proficient in
Microsoft Word, Power Point and Excel
Keywords: Bell & Valente Wealth Services, Plano , Client Relationship Manager, Executive , Plano, Texas
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