JK Executive Strategies is proud to partner with a national financial services company in search of an Assistant Relationship Manager to join its growing Rochester, NY team!
Our client is committed to impacting their client's financial health while never compromising their values. The Relationship Manager plays a key role in supporting the Firm's Financial Advisory team by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client- centric experience.
If you are someone that strives to make a difference in your clients' financial future and enjoy working in a dynamic, fast-paced, goal-oriented environment, with opportunity for advancement, then this is the opportunity for you!
Responsibilities
Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning.
Take ownership of day-to-day operational tasks such as processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner.
Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards.
Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery.
Cultivate and maintain strong relationships with clients.
Understand clients' financial goals and preferences.
Identify opportunities for client growth and new business.
Stay informed on financial market trends and regulatory changes.
Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.
Requirements
Bachelor's degree in finance, economics, business administration, or a related field is typically required.
2+ years of financial planning experience, including direct client responsibility.
Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred.
Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory.
Self-motivated, goal oriented, and highly detailed.
High degree of interpersonal skills.
Strong analytical and problem-solving skills.
Professional, friendly demeanor with the ability to excel in a team environment.
Excellent verbal, written and organizational skills.
Proficiency in financial planning software, including Microsoft Office (Word, Excel and PowerPoint).
Salary Range
$75k - $105k
JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.