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