Job Details

Overview

Position: Client Relationship Manager at Cerity Partners. The role focuses on the development of client relationships and ongoing client support, requiring excellent organizational skills, a commitment to friendly and professional client services, and the ability to 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. The position is hybrid and based out of Honolulu, Oahu, with location-specific considerations noted.

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.
• Maintain 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, and receive/provide feedback as needed.
• Maintain communication and coordinate services with third-party vendors.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.
• Provide account and regulatory/legislative updates in a timely manner.
• Travel locally and/or extended as needed.

Required Qualifications

• Bachelor's degree
• 2 - 5+ years of experience

Skills And Competencies

• 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.
• Ability to thrive in a fast-paced, changing environment.
• Interest in applying for/maintaining ongoing or continuing education credentials.
• Proficiency with Microsoft 365, Adobe, Salesforce, Zoom.
• Adherence to all compliance policies & procedures.
• Demonstrate 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

$60,000-70,000

Why Cerity Partners

Our people drive our success by delivering exceptional service to our clients. Our total rewards package includes health, dental, and vision insurance from day 1; 401(k) with matching; flexible PTO; parental leave; financial assistance for education and designations; opportunities to give back to local communities; and commuter benefits.

Cerity Partners is an Equal Opportunity Employer. We are committed to providing an environment where all individuals can be their authentic selves and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other protected characteristic. We also provide accommodations to applicants with disabilities. For accommodations, please contact ...@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.