J.M. Arbour Wealth Management is dedicated to helping investors make sense of their current and future financial lives. We have the experience, knowledge, and dedication needed to help clients navigate their ever-changing economic landscape. We are a fee-only investment advisory firm and have a fiduciary duty to our clients.
We are in search of a dedicated Operations and Client Relationship Manager. The right candidate will be independently proactive and exemplify outstanding client/advisor customer service skills. Additionally, this person will be extremely diligent, organized, and possess world class time management skills.
The responsibilities for the Operations and Client Relationship Manager include, but are not limited to:
· Onboarding new client accounts, processing outgoing and incoming asset requests and RMD’s. Our custodial relationship is with TD Ameritrade Institutional. Previous experience with them is preferred, but not required.
· Maintaining data systems for portfolio management and performance reporting, batch and send quarterly statements, and billing. J.M. Arbour utilizes Advent/Black Diamond and soon changing to Orion Advisor Services. Previous experience with such software is preferred, but not required.
· Provide exceptional customer service to our clients by answering basic questions about their accounts and diligently detail your conversations into our CRM which is Redtail and soon changing to SalesForce.
· Administrative duties including mail, email, event scheduling and event coordination, and more.
Experience: A minimum of 1-4 years of administrative and customer service experience in wealth management including a proficiency in PC fundamentals with programs such as MS Windows, Word, Excel and PowerPoint, and Adobe Acrobat.
Important skills required: Interpersonal relationship development, clear written and oral communication capabilities, proactive problem solving, strategic planning/organizing, quality control, and adaptability.
Other skills should include top tier familiarity with financial services software, specifically TD Ameritrade Institutional, Fidelity, Advent/Black Diamond, Redtail and Salesforce.
Candidate needs to be self-motivated and require little supervision. We are looking for a candidate that enjoys the challenge of finding the answers by him or herself and who is a self-starter.
Professional business attire. Casual Friday.