Job Description

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