Client Relations Manager

$50,000 - $67,743/Yr

Touchstone Wealth Education LTD - Scottsdale, AZ

Full-time - Mid Level

Scottsdale, AZ

About the position

The Client Relations Manager at Touchstone Wealth is a vital role that supports Financial Advisors by ensuring efficient sales and client relationship management processes. This position involves administrative support, managing client inquiries, and assisting in sales activities, requiring strong organizational skills and excellent communication abilities.

Responsibilities

• Handling all inbound client service requests
• Maintaining and updating client databases and records
• Assisting in scheduling meetings with clients
• Preparing and processing client paperwork, including account applications and documentation
• Coordinating insurance applications and scheduling medical exams
• Communicating with New Business Coordinator and underwriters
• Managing and organizing documents to ensure compliance with regulatory requirements
• Handling general administrative tasks such as scanning and data entry
• Working closely with the team of Financial Advisors to achieve targets and objectives
• Attending team meetings and contributing to discussions on client management
• Helping organize workshops and seminars
• Overseeing and running Client Appreciation Events
• Collaborating with the firm Marketing Director for joint efforts

Requirements

• Mid-level experience in client relations or a similar role
• Strong organizational skills
• Excellent communication abilities

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance