Hilltop Wealth Advisors (Chapel Hill, NC) seeking Relationship Manager
Hilltop Wealth Advisors, a growing wealth management firm, is seeking a Relationship Manager (RM) to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a role in the future success of our fast-growing organization! Our mission at Hilltop is to to empower our clients to live the life of their dreams, make wise decisions with confidence, and make a positive impact on the world around them. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
The Relationship Manager plays an integral role in the firm and is vital to the success of our organization. In this role, you will support advisors and work with team members to deliver an exceptional experience to each client. The RM will focus on client services with specific
attention in the areas of client onboarding, new account establishment, ongoing relationship management, scheduling, problem resolution, and process improvement.
Responsibilities & Activities
Optimize the client experience and develope long term relationships with clients
Communicate with clients as needed in person, in writing, and over the telephone
Schedule client meetings and maintain advisor calendars
Answer client questions and service client accounts
Prepare, process, and track client paperwork accurately and in a timely manner
Research and resolve complex client account-related problems
Data entry/management, scanning and maintaining physical and electronic client files.
Maintain client records and document account activities in CRM system
Strive for mastery over all the duties and responsibilities of the role, including technology and various tools.
Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Help coordinate all elements of each event including selecting locations, food and beverage service, audio/visual needs, registration/RSVP process, invitation design, nametag creation, and other event details
Stay current on compliance requirements
Perform other duties as assigned
Knowledge, Skills, & Abilities
At least 2 years customer service experience
Financial service industry experience preferred
Strong communication and interpersonal skills
Excellent organizational and time management skills
Exceptional attential to detail and an ability to solve problems
Excellent attitude and an extraordinary client service orientation
Ability to handle multiple tasks and operate within tight deadlines
Proficiency with Microsoft Office Suite
A bachelor’s degree is preferred.
Attendance is an essential function.
Salary is commensurate with experience.
We offer a pleasant working environment in a beautiful and professional office location. This is your chance to play a key role in the path your career takes and in the continued success of our company. Our culture is fast-paced, collaborative, and focused on improving our client’s lives.
For more information about our company, please visit our website www.hilltopwealthadvisors.com.
If you’re interested in this opportunity, please send your resume and letter of interest to Cristin Self email@example.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.