Career Opportunities

Client Relations Manager

Summary

The Client Relations Manager provides overall service support to the Advisor Team, while ensuring every client interaction upholds MACRO Consulting Group’s superior service standard. Candidate must be a quick learner with strong attention to detail.

Duties & Responsibilities

  • Primary point of contact for assigned clients via phone and email to ensure their questions are answered and needs are addressed in a timely manner
  • Exhibits professionalism while interacting with clients
  • Responsible for updates and maintenance of client contact information, correspondence, and related notes utilizing client relationship management software
  • Partners with advisor as needed on behalf of client, and provides updates to client through conclusion
  • Coordinates and prepares Advisor and client for semi-annual reviews; prepares income statement, meeting agendas, and other required items
  • Reviews and organizes notes after client meetings and coordinates any required actions and follow through
  • Processes transactions including trades, journals, and check and wire requests
  • Verifies all client transactions confirmations for accuracy on a regular basis
  • Addresses and monitors exceptions or one-off requests and ushers process through completion
  • Monitors accounts to ensure cash flow is available for systematic distributions
  • Verifies client’s RMDs are satisfied on an annual basis where applicable
  • Ensures client beneficiary designations are up to date and accurate
  • Commits to ongoing education and professional development to remain current with industry

The ideal candidate will possess the following skills/characteristics:

  • Excellent oral and written communication skills
  • Professional attitude, demeanor, and appearance
  • Resourceful, flexible and a strong desire to be of service to clients
  • Creative thinker with strong analytical skills

Qualifications

  • Minimum of 2 years of experience in a Financial Services client support role
  • Series 7 or the ability to pass exam within 6 months of start date
  • NJ Life License, or the ability to pass exam with 45 days of start date
  • Experience with Portfolio Accounting systems – Portfolio Center, Advent, or Tamarac
  • Proficient in Microsoft Office applications

If you are qualified and interested in this position, please email your cover letter, resume and salary requirements to [email protected]


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