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Client Relationship Manager

Company: Focus Employer Solutions
Location: Anchorage
Posted on: March 26, 2020

Job Description:

Title:--Client Relationship ManagerStatus:--Full-timeSalary:--Competitive, Based on experience, eligible for annual bonus pool after one year.Benefits:--Health Insurance with an HSA, Long-Term Disability, 401K with generous employer contribution, Cash Balance Pension Plan, discretionary bonus plan, paid time off, tuition assistance and more!About Us:This company is a Registered Investment Advisor providing investment management services for a diverse client base of institutions including Alaska Native Corporations, settlement trusts, foundations, and non-profit entities. Additionally, they have a team that provides comprehensive financial planning and private wealth investment management. There is a team of 24 dedicated professionals and they are all located in the Anchorage office. This agency, as an SEC Registered Investment Advisor, is a fiduciary for all of their clients. This fiduciary standard is not only a law that the firm abides by, but treating clients as our top priority is a firm value that is represented throughout the organization. Employees are dedicated to the clients and hold their concerns above all else. This translates to a focused work environment where all team members are working toward a common goal!Job Summary:The Client Relationship Manager serves as a primary day-to-day contact for institutional investment management clients. The Manager is responsible for addressing client issues proactively, efficiently and to the client's satisfaction. The Manager also serves as the primary client liaison during the initial funding of a client relationship and strategy transitions. In this position, the Manager is dually responsible for client satisfaction and minimizing risk to the firm. The Manager communicates with clients in a variety of ways including oral, written and on-site personal visits. The Manager will work closely with the Senior Relationship manager assigned to the accounts.All positions may have responsibilities altered during the course of employment due to company imperatives.Key Responsibilities:Ensure that new relationships are provided complete information about the organizationManage new account documentation and the asset transition processManage communication and appropriate permissions for asset transfersMaintain open communication with the sales and investment team to ensure workflows are on track to meet client deliverable deadlines that correspond with meeting datesMaintain client distribution list for all documents, send all monthly invoices and reports, and act as primary point of contact for client questionsWork closely with assigned Senior Relationship Manager on servicing the needs of the clientHandle recurring and ad hoc client requestsDiscuss a variety of investment matters with clients to ensure their understanding and satisfactionField client requests and coordinate with the investment team to ensure all client investment questions are answered timely and accuratelyTrack client feesSuccessful Candidates:A successful candidate for this position will have the ability to successfully navigate communication with clients of a variety of cultures, languages, and levels of finance knowledge to ensure client satisfaction and ultimately lead to client retention. This candidate should be personable and able to build strong relationships. The ideal candidate will be extremely organized and have a strong attention to detail.Education and Experience:The Client Relationship Manager must hold a minimum of a Bachelor's degree in Business, or closely related field, and 3 years of relatable client service experience. Preference for previous experience or education in Marketing and/or Finance.

Keywords: Focus Employer Solutions, Anchorage , Client Relationship Manager, Executive , Anchorage, Alaska

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