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Client Relationship Manager

Apply remote type Hybrid locations Honolulu, Hawaii time type Full time posted on Posted Yesterday job requisition id R123

Position Summary:

The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor relationships, presenting relevant materials to clients or team members, and other basic administrative duties. This position requires excellent organizational skills, a commitment to providing friendly and professional client services, and the ability problem-solve while adhering to regulatory requirements. The role also involves learning about investment products and the legal and legislative rules governing qualified, corporate retirement plans.

Cerity Partners is excited to open a new office location on O'ahu. This role will be hybrid and based out of Honolulu.

Primary Responsibilities

• Basic preparation of client forms and financial reports for client meetings.

• Presentation of relevant materials to clients on a quarterly or semi-annual basis

• Provide ongoing support to clients while ensuring requests/needs are managed in a timely manner

• Maintaining accurate client records as needed

• Develop knowledge of investment accounts, products and the forms required to transact business.

• Assist with internal coordination across departments to ensure tasks / follow-up are completed in a timely manner.

• Ongoing maintenance and quality control of CRM.

• Organize advisory team meetings and events.

• Collaborate with other departments to improve general processes, receive/provide feedback as needed.

• Maintaining communication and coordinating services with 3rd party vendors

• Receive client calls and resolve questions/issues as needed.

• Execute client appreciation and retention activities.

• Providing account and regulatory/legislative updates in a timely manner

• Ability and willingness for local and extended travel, as needed

Required Qualifications:

• Bachelor's degree

• 2 - 5+ years of experience

Skills and Competencies:

• Demonstrate strong and effective communication, organizational and time management skills.

• Comprehensive knowledge of investment accounts, products and the forms required to transact business.

• Ability to work in a team based/collaborative environment.

• Must accept and thrive in a fast-paced, changing environment.

• Interest in applying for/maintaining ongoing or continuing education credentials

• Demonstrate proficiency with Microsoft 365, Adobe, Salesforce, Zoom

• Adherence to all compliance policies & procedures.

• Demonstrate the Cerity Partners culture.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at a time.

Compensation Range:

$60,000-70,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!

• 401(k) savings and investment plan options with 4% match

• Flexible PTO policy

• Parental Leave

• Financial assistance for advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to ...@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Get In Touch

Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.

About Us

Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth.

We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

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