A Client Relationship Manager is the team member responsible for helping the Financial Advisors manage all existing relationships. This includes clients, connections, strategic partners, referrals, and prospects.
JOB DESCRIPTION
Summary/Objective:
Provide excellent service to our clients and advisers courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Relationship Manager is critical in working directly under the COO alongside Financial Advisors.
Essential Job Functions:
• The RM is a critical role working directly under the Client Service Director alongside Financial Advisors.
• RMs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
• RM is responsible for helping the Financial Advisors manage existing relationships.
• RMs are responsible for reaching out to schedule financial checkups and addressing all client’s transactional needs.
Daily Responsibilities:
• Responding to clients’ emails, letters, and phone calls
• Handling client transactional requests
• Solving client-related problems
• Providing trade instructions to trade teams
• Scheduling existing client meetings
Before Meetings - Case Prep:
• Scheduling Client Meetings
• Facilitator of Case Prep Meeting
• Dissemination of Necessary Actions
• Final Oversight of Deliverables
Past Client Meeting:
• Ensuring the Completion of the Action Items
• Processing Data to Provide Deliverables from Meetings
• Facilitation of Paperwork to/from clients to custodians
• Follow up with Clients
• Collecting necessary documents from clients
• Updating Salesforce Data Entries
• Ensuring the Delivery of Promises of FA
Competencies:
• Excellent written and verbal communication skills
• Detail oriented
• Critical thinking skills
• Problem-solving skills
• High-level confidentiality
• High-level customer service skills
• Team player
• Responsible
• Trustworthy
• Integrity
• Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, and can deal with confidential information daily.
• A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
• Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.
• Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
• Experience in Salesforce is highly desired.
• Excellent customer service and good oral and written communication skills.
• Professional and articulate with strong attention to detail.
• Ability to work efficiently, effectively, and independently to see projects through to conclusion.?
• Excellent time management, strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems.
Work environment:
Professional
Required education and experience:
• Must have a high school diploma
• Must have a minimum of 3-5 years of working in the Financial industry and maintaining professional interactions in an Administrative/Client Service role
Preferred education and experience:
• Bachelor’s Degree
Certificates, Licenses, Registrations:
• Series 65 (Preferred)
PAX Financial Group Offers:
Sponsorship of industry licensing and credentialing
Administrative, marketing, trade execution, and financial planning support for advisors
Personal office space with shared conference and meeting rooms
State-of-the-art tools in CRM, planning software, and behavioral finance
Company-sponsored employee events
Paid Time Off
Comprehensive health benefits package
Defined Contribution retirement package
A warm, welcoming culture built on teamwork, trust, and encouragement of one another
About PAX Financial Group:
It started in 2007 by three Texas industry veterans
Widely recognized by independent companies for rapid growth and employee satisfaction
Custody through TD Ameritrade with SIPC on all accounts
PAX advisors are compensated by salary plus incentives
PAX advisors are independent advisors and do not offer clients proprietary products
About our CEO, Darryl Lyons:
Author of three books
Small Business Big Pressure: A Faith-Based Approach to Guide the Ambitious Entrepreneur
18 to 80: A Simple and Practical Guide to Money and Retirement for all Ages
The Grand Money Chasm: Ten Effective Strategies to Build A Money Legacy Within Your Grandchildren
Received naming honor by San Antonio Mayor Julian Castro for “Darryl W. Lyons Park.”
Guest writer for San Antonio Business Journal, San Antonio Express-News, and Forbes.com
*Salary is negotiable
San Antonio, Texas