Job Description
The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client relationships. As the primary contact for all service-related needs of a RIA firm, the Relationship Manager ensures exceptional service delivery. Additionally, they may assist with various business functions, including marketing, performance reporting, and office administration. This individual will deliver prompt and exceptional client service, handling requests, inquiries, and transactions such as money movement, security transfers, account maintenance, and online access assistance with flawless execution. Manage the new account onboarding process, including preparing and gathering necessary documents, processing applications on the custodian platform, and performing additional tasks as required. Proactively engage with clients to enhance and grow relationships and assist the team in preparing for client meetings. The ideal candidate is detail-oriented, and possesses strong communication, organizational, time management, and problem-solving skills.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
-Bachelor's degree in finance or related field
- 2-5 year's experience in Client Services within Financial Services industry
- Strong communication skills and growth mindset
- Series 65 Certification
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.