Client Relationship Manager

Brightworth
Atlanta, GA / Remote
30+ days ago
Brightworth
Brightworth
brightworth.com

Job Description

Brightworth's Mission Statement is "Empowering you to focus on what matters most."

How do we do this? Through servant leadership, intentional engagement, and building trust.

Brightworth is committed to a culture of commitment to our people and our clients. We believe in mutual respect, and being life-long learners.

The Relationship Manager works with the Atlanta team to provide top-notch service to our clients. The ideal candidate will possess the capacity to do the following:

Summary/objective

Relationship Managers work closely with Wealth Advisors to build and nurture strong relationships with our clients. They provide personalized service to our clients by managing the day-to-day administrative needs of their accounts.

Essential Functions

  • Handle or facilitate all client requests in a professional and timely manner.
  • Processing requests for distribution of funds
  • Preparing any necessary paperwork and obtaining signatures
  • Communicate with custodians regarding issues
  • Assisting Advisors in various meeting prep items
  • Lead clients through the onboarding process
  • Preparing new account paperwork and supplemental documents
  • Communicating with all parties regularly to keep everyone informed
  • Monitor and manage work flow to ensure correct and timely processing
  • Prepare and deliver necessary paperwork for client account maintenance.
  • Address change
  • Beneficiary / Registration changes
  • Establish standing instructions for money movement
  • Establish and maintain regular contact with clients
  • Joining Advisor for periodic client meetings (in office and offsite)
  • Greeting clients for in office meetings
  • Ensure proper procedures are followed in order to maintain compliance
  • Maintain knowledge of current policy and procedure for BW
  • Maintain knowledge of current policy with our custodians
  • Engage with other teams across the firm to serve the client
  • Handle various other service-related items in a timely manner
  • Effectively utilize CRM to maintain records and notes in an accurate and current manner
  • Meet and work closely with Advisors in order to assist clients.
  • Scan all required documents into LaserFiche for archiving
  • Assist with training of other team members and new hires.

Competencies

Onboarding

Prepare & Save Contract

Prepare & Save IPSs

Prepare Application(s)

Prepare Money Movement Forms- RM can move funds without any oversight however they must inform the Advisor. The Advisor may be consulted to confirm where the funds should be pulled from

Prepare TOA(s)

Prepare E Consent

Prepare CPA Authorization

Prepare Cover Letter w/ Details of PPWK for Client

Upload to BW Vault; Custodial Site for E Sig; Mail, Overnight

Laserfiche

Add New Accounts to CRM

Qualify Leads to Accounts

Input Household Data; Service Offerings; BW#; Address

Input Primary/ Secondary Contact Info (DOB, SSN; Email Address

Notify EA for New Client Gift

Use of Technology for paperwork when available

Attend Client Meetings

Maintenance / Service Requests

Review Custodial Alerts

Review Emails for Action items

Check Advisor View for Transaction History

Check Status Pending Service Requests

Notify Advisors of Completed Requests

Send Trade Request to Investment Operations as needed

Notify Clients of Completed Requests

Beneficiary Updates

Address Changes

Portfolio Updates

RMD Distributions

IPS Updates

401k/ IRA Rollover Phone Call

Opening Additional Accts for Existing Clients

Document All action taken on clients: Note Phone call, completed tasks

Charitable Contributions

Charitable Gifting

PAL Requests

529 Applications- These are generally run through the Advisor first but the RM can act independently if a client went directly to an RM.

TOD Updates

BW Fee Pymts

Calls with Clients

Money Movement Requests

Wires

EFTs

Journals

Check Request

Incoming / Outgoing TOAs

Track Cost Basis

Check Deposits

Estate Settlement

Have WA notify BW employees by email

Update CRM to show client Deceased add DOD in Alert Bar

Update Primary / Secondary Contact as needed

Stop outgoing distributions

Request Final Fees to be taken

Meet w/WA and Planner on Estate Plan and Flow Charts

Make RMD has been satisfied

Get updated copy of IRA Beneficiary Designations

Step Up Cost Basis

Request Copy of DC and Letters of Testamentary

Proceed with new accts as outlined in Estate Plan

Attend Client Meetings

Client Termination

Notify Planner to Terminate BV access

Let Trading Know to calculate final fee or Refund

Prepare Termination Ppwk

IMA Terminated Letter to Client

Internal Terminated Client Form

Delink from Accts

Update CRM and make client inactive

Move all client folders to inactive

Provide Compliance with copies of Letter and Final Bill

Scan to Laserfiche

Miscellaneous

Training

Sign Birthday Cards

Attend Team Meetings

Attend Staff Events

Supervisory responsibilities

N/A

Physical demands

  • Sitting for long periods of time.

Travel required

  • Occasional travel for client meetings
  • Occasional travel to other offices

Education and experience

  • 3-5 years of related experience preferred
  • Bachelor's degree required, Finance preferred.
  • Ability to efficiently manage time and capacity while in a fast-paced environment
  • Excellent communication skills, both verbal and written
  • A high level of multi-tasking and attention to detail
  • Enjoys problem solving and researching account-related issues

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Application Question(s):

  • What is your desired salary range for this role?

Education:

  • Bachelor's (Preferred)

Experience:

  • Relationship Manager: 3 years (Preferred)

Language:

  • English (Required)

Work Location:

  • One location

Work Remotely:

  • Yes

Source

https://www.indeed.com/jobs

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