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Client Relationship Manager

University Place, WA 98466

Posted: 05/01/2023 Employment Type: Direct Hire Industry: Financial Job Number: 9104 Pay Rate: $85,000.00 - $95,000.00/year Shift: 8:00AM to 5:00PM M-F, includes 2 remote days/week

Job Description

An established wealth management firm in Pierce County is seeking a warm and energetic Client Relationship Manager. This is not a sales role, but service-oriented, and you'll need superb communication and people skills- think gracious, gregarious, articulate! If you can deliver dynamic presentations, are highly organized, and love to really own your role, you'll fit in great with this fun, collaborative culture! This company has been in business for over 30 years and prides themselves on providing the best in work/life balance for their people.

What you'll do:

  • Manage client account service and maintenance requirements including investment trading and cash management
  • Coordinate private wealth client reviews and quarterly investment reporting for plan trustees
  • Understand and articulate financial markets, economic conditions, retirement plan regulations, and other various planning topics
  • Deliver educational and enrollment PowerPoint presentations to retirement plan participant groups
  • Meet one-on-one with retirement plan participants to review and make changes to their accounts
  • Utilize MoneyGuidePro for client financial planning analysis
  • Analyze participant asset allocation, contribution rate, and projected retirement income to assess overall retirement readiness
  • Respond to plan trustee and participant inquiries
  • Proactively meet administrative and logistical requirements of retirement plan clients

What you'll need:

  • Bachelor's degree in related field
  • Five or more years' industry experience, preferably as CSM in financial services, broker-dealer is a big plus!
  • Securities licenses, i.E., Series 6, 7, 65
  • Knowledge of retirement plans and Wirehouse
  • Preferred- further certification, i.E., CFP, CPA, AIF

What you'll get:

  • Competitive salary
  • Fully paid medical, dental, and vision premiums
  • Generous PTO and paid holidays, including half-day summer Fridays
  • 401(k) with 3% annual match plus profit sharing
  • Ongoing career development including 100% reimbursement for certifications
  • Remote work two days per week

Additional Information

Benefits include sick leave accrued at 1 hour per 40 hours worked; paid Family & Medical leave (per Washington State); 401K after eligibility; holiday pay and vacation bonus after eligibility; and opt-in for health insurance, personal Aflac and life insurance plans available. Want to learn more about our benefits for temporary employees, including a 401K plan and vacation bonus? Visit our benefits page!

We value what you bring to the workplace. As such, West Sound Workforce is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Further, our employees’ physical safety is of utmost importance, too, in this age of COVID-19. Holding a close eye to the Center for Disease Control and OSHA’s websites, we are continually following the recommendations to maintain a safe work environment with respect to this virus and all other safety situations. As an essential employer, partnering with clients, we follow COVID-19 protocols at our worksites and ensure that all employees are aware, have proper PPE and mind those directions for the safety of all.

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