Client Relationship Manager

Job PurposeThe Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.Duties & ResponsibilitiesManage Advisor’s e-mail correspondence and professional calendarSupervise Advisor’s social media accounts and marketing campaignsHandle incoming calls in a friendly and professional mannerSchedule and confirm appointments in a timely mannerAssist with file prep, paper filing and larger mailingsProactively manage internal platforms and systems so FSR’s client information is up to date and accurateAccurately complete, submit, and follow up on status of all new business applicationsAct as direct liaison between Financial Advisor and clientsProvide ad hoc support on assigned projects and any escalationsQualificationsExcellent verbal and written communication skillsExceptionally professional and organizedExtremely detail-orientedComfortable in a fast-paced environmentAbility to collaborate with others, build and maintain relationshipsAbility to use discretion and maintain client confidentialityClient-first attitudeProficiency in Microsoft OfficeExperience in Salesforce is a plusLife, Accident, and Health License and/or FINRA registrations are a plusSome college or professional experience