TroyRecruiter Since 2001
the smart solution for Troy jobs

Client Relationship Manager

Company: Portfolio Solutions
Location: Troy
Posted on: January 11, 2021

Job Description:

Portfolio Solutions -- is seeking an experienced Client Relationship Manager to join our growing team. The Client Relationship Manager plays an integral role in developing strong relationships with clients and prospects, while proactively supporting our team of Financial Advisors to help clients achieve their long-term financial goals. Portfolio Solutions currently has relationships with over 600 clients and $1.5 billion of assets under management* . Work from home: Candidates located near our Troy, MI office are preferred. Remote work arrangements across U.S.A. will be considered. Work from home technology is provided to help ensure the safety of all of our team members. Job Requirements:* Foster respected and enduring relationships with high net worth individuals, including existing clients as well as new client relationships* Initiate and follow through on client matters with accuracy, completeness and a sense of urgency* Proactively communicate and collaborate with Financial Advisors, clients and prospects * Assist in facilitating the implementation and monitoring of wealth planning solutions. Includes investment management solutions, retirement planning, philanthropy and gifting strategies, risk management, estate and tax planning strategies** Draft and process all client onboarding and account maintenance paperwork in an accurate and timely manner* Work effectively with the investment management team to support daily portfolio management operations, including trading and rebalancing processes* Answer and direct incoming telephone calls in a professional and courteous mannerPortfolio Solutions-- does not provide tax, legal or accounting advice. Clients and prospects should consult their own tax, legal and accounting advisors before engaging in any transaction. Portfolio Solutions-- is an equal opportunity, at-will employer committed to providing a safe working environment. Background, drug and other screening tests must be passed as a condition of employment.*As of January 1, 2021.

Keywords: Portfolio Solutions, Troy , Client Relationship Manager, Executive , Troy, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Application Engineering Manager
Description: Located in Lyon Township, MI, SW North America is a technology focused company that supplies solutions for demanding, workpiece-specific manufacturing systems for the metal working industry. SWNA---s (more...)
Company: SW North America, Inc.
Location: New Hudson
Posted on: 01/20/2021

Account Manager
Description: Kelly Services is seeking qualified candidates for Account Managers This a long-term contract--position with one of our automotive clients in Detroit, MI 48243.Kelly Services is currently looking for (more...)
Company: Kelly
Location: Detroit
Posted on: 01/20/2021

Department Manager
Description: This job posting is for a position in a restaurant owned and operated by an independent franchisee and not McDonald's USA.--This franchisee owns a license to use McDonald's logos and food products, for (more...)
Company: McDonald's
Location: Woodville
Posted on: 01/20/2021


Assistant Manager
Description: br In a world full of quick service options, Arby's is seeking to be different and better. We want to be different for our customers and different for our employees. When you work at Arby's, it will (more...)
Company: Arby's
Location: Holland
Posted on: 01/20/2021

Recruiting Manager
Description: Staffmark is a professional staffing and innovative workforce solutions provider for a vast array of clients and industries. As part of Staffmark Group, our goal is to match talented candidates with meaningful (more...)
Company: Staffmark
Location: Bowling Green
Posted on: 01/20/2021

Project Management
Description: Skills Required: PMA is proficient in MS Office Suite applications, MS Project, and OEM Internet. Will be evaluated on their demonstrated proficiency in the following attributes: Interpersonal Skills (more...)
Company: Advantage Resourcing
Location: Allen Park
Posted on: 01/20/2021

Office Manager
Description: Ref ID: 02260-0011663339Classification: Office ManagerCompensation: 21.00 to 25.00 hourlyLocal engineering firm in Belleville is seeking an experienced Office Manager to support in areas of both accounting (more...)
Company: Robert Half
Location: Belleville
Posted on: 01/20/2021

Key Account Manager - Business Development
Description: MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an (more...)
Company: Michael Page
Location: Birmingham
Posted on: 01/20/2021

RN / Registered Nurse - Manager - Wound Care Clinic - Full Time - Days
Description: ProMedica Toledo Hospital is one of the largest acute-care facilities in the region. Our 794-bed hospital is staffed by more than 4,800 professional healthcare employees who serve a 27-county area throughout (more...)
Company: ProMedica
Location: Toledo
Posted on: 01/20/2021

Project Manager
Description: Location: Auburn Hills, MIDuration: 11 months Job Category: ITIndustry: AutomobileJob Description:- Develop list of upcoming lease expirations- Working with Purchasing and Database- Work with Plants and (more...)
Company: ICONMA
Location: Auburn Hills
Posted on: 01/20/2021

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Troy RSS job feeds