Client Relationship Manager
Back Cove Financial
Brunswick, Maine
Back Cove Financial is seeking a Client Relationship Manager, to be based in their office in Brunswick, Maine. The Client Relationship Manager will focus on creating, maintaining, and deepening relationships with clients through active servicing of both routine and complex matters of the overall client experience. This opportunity is a fit for someone passionate and fulfilled by a passion to help people.
Requirements of the Client Relationship Manager:
- Must have customer service experience in a professional setting
- Strong, proven communication and organizational skills
- Excellent client service and friendly phone manner
- Must be detail oriented and a “project completer”
- Willingness to embrace current technologies and be proficient with Microsoft Office Suite
- Ability to commute to Brunswick, Maine Monday through Friday, with flexibility to work from home one day per week
- Due to industry regulations, comprehensive pre-hire background, credit, and reference checks as well as fingerprinting are required
Benefits of the Job:
- Annual pay range: $60,000 to $70,000, depending on experience
- 100% of employee premiums paid for by firm for group benefits: health, vision, dental, short- and long-term disability, and life insurances
- Generous 401k match
- 14 paid holidays plus 3 weeks of PTO (prorated during 1st year)
- Summer Fridays: Friday afternoons off to enjoy the fleeting Maine summer! (paid for full day)
- Quiet office in a convenient location with plenty of parking
Responsibilities of the Client Relationship Manager:
- Be a trusted, friendly point of contact.
- Administrative: help create financial plans, research recommendations and tax reports.
- Client trading: rebalance client portfolios based on advisor’s criteria and instructions.
- Client account management: maintain CRM system with current client information, track receipt of important forms, send tax information to clients’ CPAs.
- Complex client processes: death and estate document processing
Back Cove Financial is a premier, independent wealth management firm committed to creating an environment that is respectful, trustworthy, and empowering for its clients and employees. The team members at Back Cove Financial enjoy an open, flexible, and supportive work environment where everyone works hard and is driven by making a positive impact on people’s lives.
KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
