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    Client Relationship Manager - Phoenix, United States - Magellan Financial & Insurance Services, Inc.

    Magellan Financial & Insurance Services, Inc.
    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    3 weeks ago

    Magellan Financial & Insurance Services, Inc. background
    Accounting / Finance
    Description

    Join Foundations Invest Advisors - Client Relationship Manager

    About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 financial advisors nationwide. We manage a diverse portfolio worth over $5.5 billion and are committed to fostering a forward-thinking culture within a collaborative and enjoyable work environment.

    Compensation: $50,000 - $60,000 + benefits, bonuses, etc.

    Position Overview: We are currently seeking a motivated and skilled Client Relationship Manager. to join our dedicated team in Phoenix, AZ. This role is ideal for someone who thrives in both independent and team settings, demonstrating exceptional communication skills and a keen ability to foster meaningful relationships.

    Responsibilities:

    • Develop and maintain trustworthy relationships with advisors, ensuring top-notch customer service and robust back-office support.
    • Manage communication through personal and support email inboxes.
    • Handle the opening of new accounts, asset transfers, and other account maintenance tasks.
    • Communicate investment instructions to our trading team and ensure document accuracy.
    • Process cashiering requests and manage client investment contributions.

    Key Qualifications:

    • Preferred undergraduate degree or relevant experience.
    • Proficiency in Microsoft Office Suite, particularly Outlook and Excel.
    • Experience with Adobe Acrobat is a plus.
    • Minimum of one year in administrative or customer service roles.
    • Strong organizational skills and meticulous attention to detail.
    • Ability to perform well under pressure and adapt to change.
    • Experience with custodial platforms such as TD Ameritrade, Schwab, Fidelity, and Pershing preferred but not required.
    • Experience with Orion and/or Salesforce is highly advantageous (not required)

    Join Us: At Foundations Investment Advisors, you'll be part of a thriving company that values your contribution and is dedicated to your professional growth. Join us to help shape the future of financial advising.

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