Client Relationship Manager - Investments

Job Type

Full-time

Description

Position Overview:

Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion.

Primary Responsibilities:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:

Serve as primary point of contact for clients, delivering prompt, professional and high-quality service

Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions

Coordinate client onboarding, including account opening, transfer and required documentation

Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements

Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up

Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management

Support compliance processes, including document management, disclosures and audit preparation

Monitor account activity and assist with service requests such as distributions, contributions and updates

Maintain confidentiality of client information and adhere to all privacy and security standards

Collaborate with internal team to resolve client and administrative needs

Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process.

Independently composes correspondence and statistical, financial and narrative reports as required.

Other Responsibilities:

Perform related and unrelated duties as may be required.

Requirements

Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience.

Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes

High level of professionalism and discretion with confidential information

Excellent oral and written communications, organization, and follow-up skills.

Customer focus and a proven track record of working collaboratively with internal and external customers.

Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations.

Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.

Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferred

Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled

Member FDIC/DIF

PM21

Salary Description

$75,000 - $90,000