Relationship Manager

Brief Description

Where Talent Meets Opportunity

Working at United Capital means approaching opportunities with innovation, commitment, and passion. Dedicated to a collaborative and evolving environment, you will be part of the firm's daily success. We believe in a positive and engaging culture meant to bring our colleagues together in the spirit of inclusiveness.

About The Job

Under the general supervision of the Managing Director (MD) or Wealth Advisor (WA), the Relationship Manager (RM) is responsible for managing and monitoring client relationships. The RM focuses on client satisfaction with specific attention in client interaction, client development, operations, and account maintenance.

Work You’ll Do

• Greet and welcome clients in a friendly and professional manner.
• Answer and direct phone calls to appropriate departments or personnel.
• Ensure a high level of customer service and professionalism in all interactions.
• Tracks all client interactions including requests, inbound/outbound calls, and emails via Salesforce.
• Research and analyze complex client account issues.
• Review tax-related documents such as contracts, wills, tax returns, and financial agreements.
• Prepares meeting materials for client meetings.
• Escalates all potential and real client issues to MD or WA.
• Prepares all outgoing customer correspondence.
• Maintain and update lead pipeline.
• Gather data for creation of client financial plans.
• Manages development and maintenance of suitability documentation utilizing client file standards.
• Manage client onboarding process and update team accordingly.
• Complete client verification for data maintenance or money movement request and log in Salesforce
  
  

What You’ll Need To Be Successful

• Providing professional and courteous service to clients, prospective clients, and colleagues.
• Effectively handling client inquiries and resolving complaints.
• Effectively prioritizing workload and meeting deadlines.
• Maintaining attention to detail within a fast-paced environment.
• Strong written and verbal communication skills.
  
  

Requirements

MINIMUM QUALIFICATIONS:

Education And Experience

• Bachelor’s degree in accounting or finance
• Minimum 1-2 years Customer Service
  
  

Required Knowledge Of

• Microsoft Office (Outlook, Word, PowerPoint, and Excel)
• Experience with Salesforce or similar CRM preferred
  
  

Summary

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.

Must be legally authorized to work in the United States without sponsorship for employment visa status.