Client Relationship Manager (Wealth Management)

Client Relationship Manager

We are currently looking for a full-time Client Relationship Manager to join our growing team at Old Port Advisors. Established in 1994 and based in the heart of downtown Portland, we pride ourselves on fostering a dynamic and collaborative work culture that prioritizes our clients' needs above all else. In this role, you'll work closely with our team of Wealth Advisors, playing a pivotal role in delivering exceptional client service and support. From handling administrative tasks to actively engaging in client meetings and addressing their financial planning needs, you'll be at the forefront of ensuring our clients receive the highest standard of care.

Essential Duties and Responsibilities:

• Effectively communicate with clients to address inquiries, gather necessary information, and ensure timely processing of account related requests.
• Perform high-priority administrative tasks, such as account opening, processing transfers, distributions, and general maintenance.
• Prepare client review meeting agendas and assist in meeting preparation.
• Update client financial planning information using multiple software applications.
• Coordinate communications with other estate, trust, and tax professionals.
• Track and ensure completion of tasks, while maintaining detailed and organized client files.
• Engage in continuous professional development to enhance skills and knowledge.
• Take on or assist with ad hoc projects as needed to support firm objectives.
• Adhere to client confidentiality.

Skills & Qualifications

• Possess strong work ethic and time management skills.
• Professional and friendly demeanor with outstanding interpersonal skills.
• Strong organizational skills including ability to prioritize multiple tasks and meet deadlines.
• Detail oriented, innovative, and analytical thinker.
• Strong proficiency with MS Office (Word, Excel, and Outlook) and ability to learn internal portfolio management software.
• Driven, team-player.

Education:

• Bachelor's Degree
• Securities licensing or Professional Designations preferred

Experience:

• 3-5 years in Wealth Management or Financial Services profession.
• Experience working with major custodians, such as Charles Schwab and Fidelity.
• Strong computer skills required for navigation of databases including management of customer records.
• Experience with CRM and Financial Planning software a plus.

Benefits

• Competitive Compensation
• 401(k) with company match
• Leading benefits package which includes Medical, Dental, and Vision Insurance
• Education Reimbursement
• Generous PTO policy
• Paid holidays as observed by the NYSE

Job Type: Full-time

Weekly schedule:

• Monday to Friday

Work setting:

• In-person

Education:

• Bachelor's (Required)

Experience:

• Financial services: 3 years (Required)

Ability to Commute:

• Portland, ME 04101 (Required)

Work Location: In person