Client Relationship Manager w/ CFP or CPA (tax)


Company:: Michael Page International
Location:: Bala-Cynwyd, PA
Job Type:: Full Time
Category:: Retail Banking, Asset Management

Yrs of Exp:: 1 to 2 years
Posted:: 1/25/2013

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Job Description

This financial services Client/Customer Relationship role offers a tremendous growth opportunity within a growing asset management firm. The incumbent must have a CFP of CPA (candidates without one of these designations will not be considered) and will work closely with two of the firm's senior investment advisors and will be the liaison in the day-to-day management of advisor's client relationships and will ensure that client needs are fulfilled to the fullest extent. The incumbent possessing a CPA with teax experience will also be responsible for assisting on tax implications confronting High Net Worth clients. The firm's environment is very fast-paced and the ability for this candidate to prioritize and to complete jobs within the required timeframe is essential.

The ideal candidate will be committed to client/customer relationship management, especially with existing firm clients. There is substantial career progression potential in the client/customer relationship space, or alternatively, in the advisory space, the latter being roughly 2 years or so after inital hire.

Responsibilities Include:

* Liaise between advisor and advisor's clients

* Working knowledge of Client Tax Needs/Strategies/Efficiencies, Client Estate Planning, and Client Investments

* Interfacing with clients and maintaining relationships

* Interfacing with custodians and maintaining relationships

* Opening new accounts and processing investment paperwork

* Writing and executing client materials

* Running queries and reports with CRM software

* Maintain process-driven workflow across the Firm's Tri-pod structure

* Collaborating closely with other Customer Relationship employees, as well as members of Research, Marketing, Operations, and Investment Advisory departments

Requirements:

* Bachelor's Degree

* CFP Designation; or

* CPA with demonstrated tax experience

* Experience in a financial services or brokerage environment

* 2 to 4+ years experience preferred

* Ability to work in a team environment and build successful relationship among team members

* Must work well in a team environment and present a professional demeanor

* Proficient with Microsoft Office products: Word, Excel, PowerPoint, Outlook, Access, CRM

* Experience working with either estates and trusts or pension and ERISA regulations

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