Client Relationship Manager | Columbia, Maryland

Reference Number: MHH7395
Location: Columbia, Maryland

Judson Group has partnered with a growing RIA to help them add a Client Relationship Manager to their team. This individual will work directly with advisors to service small to mid-size clients and will become a key part of the client relationships they work on. This is an outstanding opportunity for an experienced client service professional to partner with a team of advisors.

Responsibilities:

  • Manage existing client relationships by implementing data gathering, modeling, case design, plan development, and presentations
  • Attends meetings held by the financial advisors with clients and prospects
  • Serves as associate advisor on assigned clients
  • Handles incoming client calls and requests including questions, money movement, and distributions
  • Proactively communicate and collaborate with financial advisors, clients, and prospects
  • Assist in facilitating the implementation and monitoring of wealth planning solutions
  • Work effectively with the operations team to support daily client needs

Requirements:

  • Bachelor’s degree
  • 3+ years’ experience in the financial services industry working directly with clients
  • Series 7, 63 required
  • Experience working with SalesForce, eMoney, and other related financial services platforms
  • Ability to remain organized and maintain high levels of follow through in a fast-paced work environment
  • Outstanding listening, written, and verbal skills combined with sound judgment and strong attention to detail

Compensation:
Competitive compensation and benefits package

Location:
Columbia, Maryland

Reference Number: MHH7395

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