Now Hiring - Client Relationship Manager in West Conshohocken, PA

Job Functions & Responsibilities

• Work with the operations team to actively manage client relationships, service accounts, and support Forefront’s team with ad-hoc reporting
• Responsible for execution of onboarding plan and associated activities supporting accounting and custody clients, including collecting client information and required documentation, capturing and assessing risk, and processing money movement transactions
• Complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, open accounts, transfer funds, etc.
• Supports the conversion of new client relationships and expansion of existing relationships by responding to questions regarding accounts, policies, and procedures
• Learn Company product suitability guidelines and financial operational processes
• Develop a comprehensive and demonstrated knowledge of our overall process and operating model; feel comfortable offering suggestions and making improvements
• Perform data governance checks to verify the integrity of our information on an ongoing basis and work with team to update information
• Experience working with private, high net-worth clients and/or institutional clients
• Generate ad-hoc client reports as needed
• Performs other duties as assigned by the Operations Manager
• Maintain marketing materials and presentations
• Keep management systems up-to-date with client information

Education/Qualifications

• 4-year degree in Finance, Law , Accounting, Economics, Marketing
• 5+ years of financial administration and/or customer service experience
• Proficiency in MS Word, Excel, Microsoft PowerPoint , CRM software, and DocuSign
• Background in fund structures and investment types (preferred)
• Strong interpersonal skills required to develop team and client relationships
• Professional presence and communication skills
• Excellent attitude and an extraordinary client service orientation
• An ability to handle multiple tasks within tight time frames
• Must be a team player and possess a client-first attitude
• A strong focus on getting the details right

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Do you have any managerial work experience in a financial administration environment?
• Do you have any licenses or certifications pertinent to the financial services industry? If so, please list them.

Experience:

• financial administration and/or customer service: 3 years (Required)

Work Location: One location