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Client Relationship Manager

Company: Bell & Valente Wealth Services
Location: Plano
Posted on: May 13, 2022

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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