Client Relationship Manager - Investments
Avidia Bank, Hudson, MA, United States
Avidia Bank
Equal Employment Opportunity/M/F/disability/protected veteran status
Description: Position Overview: Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion. Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
* Serve as primary point of contact for clients, delivering prompt, professional and high-quality service * Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions * Coordinate client onboarding, including account opening, transfer and required documentation * Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements * Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up * Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management * Support compliance processes, including document management, disclosures and audit preparation * Monitor account activity and assist with service requests such as distributions, contributions and updates * Maintain confidentiality of client information and adhere to all privacy and security standards * Collaborate with internal team to resolve client and administrative needs * Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process. * Independently composes correspondence and statistical, financial and narrative reports as required.
Other Responsibilities: Perform related and unrelated duties as may be required. Requirements:
* Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience. * Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes * High level of professionalism and discretion with confidential information * Excellent oral and written communications, organization, and follow-up skills. * Customer focus and a proven track record of working collaboratively with internal and external customers. * Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations. * Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures. * Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferred
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF
PM21
Compensation details: 75000-90000 Yearly Salary
PI8d05dc194eb8-29400-39472507
Equal Employment Opportunity/M/F/disability/protected veteran status
Description: Position Overview: Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion. Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
* Serve as primary point of contact for clients, delivering prompt, professional and high-quality service * Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions * Coordinate client onboarding, including account opening, transfer and required documentation * Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements * Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up * Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management * Support compliance processes, including document management, disclosures and audit preparation * Monitor account activity and assist with service requests such as distributions, contributions and updates * Maintain confidentiality of client information and adhere to all privacy and security standards * Collaborate with internal team to resolve client and administrative needs * Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process. * Independently composes correspondence and statistical, financial and narrative reports as required.
Other Responsibilities: Perform related and unrelated duties as may be required. Requirements:
* Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience. * Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes * High level of professionalism and discretion with confidential information * Excellent oral and written communications, organization, and follow-up skills. * Customer focus and a proven track record of working collaboratively with internal and external customers. * Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations. * Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures. * Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferred
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF
PM21
Compensation details: 75000-90000 Yearly Salary
PI8d05dc194eb8-29400-39472507