Client Relationship Management Specialist, TRPG

The Client Relationship Manager plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. The position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry.

Requirements

• Work alongside Wealth Managers with the transition and conversion from prospect to client
• Develop and maintain ongoing relationship with clients
• Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
• Act as liaison between client and Wealth Manager and/or internal and external support teams
• Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
• Prepare and organize materials for client signings and notarizations
• Review all executed client documents for accuracy and completeness
• Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals
• Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.
• Manage and review all client data storage, documentation, and transactions according to our internal compliance policies
• Assist with training Client Service new hires
• Monitor internal process improvements to elevate client experience and departmental efficiency
• Develop and train on existing and new technology used within Client Services

Benefits

• Inclusive health, dental, vision and life insurance plans
• Easy access to mental health benefits
• 20 plus days of paid time off (PTO)
• Paid holidays
• 2 paid wellness days
• 401(k) Savings plan with a generous company contribution (up to 5%)
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP)
• LifeLock
• Pet Insurance