Job Description
Join Foundations Invest Advisors - Relationship Manager
About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 financial advisors nationwide. We manage a diverse portfolio worth over $5.5 billion and are committed to fostering a forward-thinking culture within a collaborative and enjoyable work environment.
Compensation: $50,000 - $60,000 + benefits, bonuses, etc.
Position Overview: We are currently seeking a motivated and skilled Relationship Manager to join our dedicated team in Phoenix, AZ. This role is ideal for someone who thrives in both independent and team settings, demonstrating exceptional communication skills and a keen ability to foster meaningful relationships.
Responsibilities:
- Develop and maintain trustworthy relationships with advisors, ensuring top-notch customer service and robust back-office support.
- Manage communication through personal and support email inboxes.
- Handle the opening of new accounts, asset transfers, and other account maintenance tasks.
- Communicate investment instructions to our trading team and ensure document accuracy.
- Process cashiering requests and manage client investment contributions.
Key Qualifications:
- Preferred undergraduate degree or relevant experience.
- Proficiency in Microsoft Office Suite, particularly Outlook and Excel.
- Experience with Adobe Acrobat is a plus.
- Minimum of one year in administrative or customer service roles.
- Strong organizational skills and meticulous attention to detail.
- Ability to perform well under pressure and adapt to change.
- Experience with custodial platforms such as TD Ameritrade, Schwab, Fidelity, and Pershing preferred but not required.
- Experience with Orion and/or Salesforce is highly advantageous (not required)
Join Us: At Foundations Investment Advisors, you’ll be part of a thriving company that values your contribution and is dedicated to your professional growth. Join us to help shape the future of financial advising.
- Seniority LevelAssociate
- Industry
- Financial Services
- Employment TypeFull-time
- Job Functions
- Customer Service
- Marketing
- Skills
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Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus opportunities
Work Location: In person
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