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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

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