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Associate WM Relationship Manager I

POSITION OVERVIEW:

Under general direction, this position’s role is to gain knowledge, practical experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports the senior relationship managers and wealth strategists in the financial planning and relationship management process. Responsibilities will include data input into the financial planning software, client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm’s CRM system.

 

The Associate Relationship Manager I will be partnered with a senior advisor, or multiple advisors, and their book of business.  The incumbent will have the opportunity to participate on calls to gain an understanding of the client needs, relationship management & new business opportunities.

 

KEY RESPONSIBILITIES:

  • Work directly with senior advisors to support their client facing work. This includes:
  • Data gathering and data entry for financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
  • Assisting the advisor with other ad hoc planning requests from clients and other client-related projects
  • Preliminary review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to help create a current estate analysis
  • Direct client interaction to assist advisor with all client requests, including processing of money movement requests and new account openings
  • Research and resolve client issues
  • Assist with client meeting preparation, including generating materials and coordination with clients and other internal colleagues
  • Coordinate post meeting implementation and operational execution of recommendations in conjunction with the advisor
  • Assist in follow-up correspondence and post meeting record retention
  • Continuous updates to client’s electronic files in firm’s CRM system

MINIMUM QUALIFICATIONS:

  • 0 to 3 years related experience with the financial industry working within the client management arena. 
  • Help to foster a positive atmosphere within the office and with clients/prospects/COI’s and encourage teamwork while supporting goals and objectives of the business.
  • Represent professional behavior and etiquette at all times.
  • Proven client service delivered in a timely professional manner.
  • Proficient with software programs (Microsoft Word, Excel, Powerpoint and Outlook).  Familiarity with eMoney (or related financial planning tool), Salesforce, and Envestnet Tamarac, a plus.
  • Possess honesty and integrity.  Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
  • Good communication and interpersonal skills.
  • Ability to work with a high degree of autonomy, set priorities and manage deadlines
  • Strong organizational and project coordination skills
  • Team-player, enthusiastic and positive, polished, poised and professional
  • Strong verbal and written communication skills
  • Self-motivated and pro-active
  • Demonstrated interest in the financial planning industry

  

 

PREFERRED QUALIFICATIONS:

Bachelor’s degree in Management, Finance or Business Administration preferred.

 

LICENSES AND/OR CERTIFICATES:

  • Series 65 Registration

 

WORKING CONDITIONS:

Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.

  • Prolonged sitting
  • Lifting from 5 to 10 lbs. (printer paper, storage boxes)
  • Occasional bending or overhead lifting (storing files or boxes)
  • The hazards are mainly those present in a normal office setting

 

Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to, items such as:

  • Verification of employment
  • Verification of educational background and degrees
  • Criminal records check
  • Civil records check
  • Credit history check
  • Verification of professional licenses and certifications (if applicable)
  • Web CRD records (if applicable)
  • Any records related to federal, state, and/or local statutes
  • Any records related to Code of Ethics adherence (if applicable)
  • Any other records requested in connection with questions on the candidate’s backgrounds

 

The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

 

Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.    

                                                                                                 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.

 

Pay Details:

$27.59 - $34.46  hourly

Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. 

This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.

Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

 #LI-Onsite

                                                                   

Why Beacon Trust

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward.

Mission Statement

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. “Innovating Wealth Strategy” articulates what we do and what we believe in.

It speaks to our inherent drive to deepen every client relationship and to make every client’s experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals. That is why we base our asset allocation strategies on ‘your’ personal financial risk preference–not ours.

Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.

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