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 info@macroconsultinggroup.com.

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