The Relationship Manager (RM) is a client facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the RM will also support all aspects of investments and portfolio activities which include preparing client presentations, client reports and performance reports.
Duties and responsibilities include, but are not limited, to:
· Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed.
· Responsible for the new account on-boarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required.
· Accountable for making proactive weekly client phone or email contact to enhance and grow the client relationship.
· Support investment team in preparation of portfolio reviews.
· Learn and follow all investment products used by Premier Path.
· Stay up to date with global market and economic news to facilitate conversations and portfolio investment discussions with the Investment team.
The ideal candidate is one that is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management and problem-solving skills.
Qualifications:
· Knowledge and/or interest in the financial markets
· Strong verbal, written, and interpersonal communication skills.
· Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint
· Preferred – 4+ years of financial services experience.
· Preferred – Professional Investment Designations
· Education – Bachelor’s degree in business related fields (Required)
Skills and Abilities:
· Ability to adapt to a rapidly changing and fast paced business and technology environment.
· Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work.
· Ability to work effectively independently, and in a team environment.
· Team player who has the passion to work on projects that include investment trading, financial planning and marketing with Senior Relationship Manager and Analysts.
About our company: We invest in our employees and offer competitive Health & Retirement Benefits! This full-time position is required on-site at our location in Madison, NJ.
Salary: $85,000 – $105,000 based on relevant experience.
Premier Path provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Premier Path Wealth Partners
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