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Financial Planning Coordinator
2 months ago
We are seeking a highly organized and detail-oriented individual to join our team as a Client Relationship Manager. As a key member of our team, you will be responsible for providing exceptional support to our clients and Private Wealth Advisers.
Key Responsibilities- Client Engagement: Engage with clients, and in many cases be the first point of contact, to develop long-term rapport and provide proactive support.
- Administration: Perform administration functions, including XPLAN data management, preparation of client reports, and required paperwork.
- Communication: Provide excellent verbal and written communication skills to clients, Private Wealth Advisers, and the Head Client Relationship Manager.
- Team Collaboration: Operate within a collaborative team environment, assisting with key projects and providing ad-hoc reception coverage when needed.
- Personable Client Relationships: Ability to develop and maintain personable client relationships.
- Teamwork: Ability to operate within a collaborative team environment.
- Time Management: Ability to work under pressure and meet timelines.
- Communication Skills: Excellent verbal and written communication skills.
- Attention to Detail: Excellent attention to detail.
- Technical Skills: Proficient in Microsoft Office Suite of products.
Insignia Financial is a leading financial advisory firm that builds deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures. We are committed to maintaining the highest standards of professionalism and investing in our people's skills and careers.
