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Relationship Manager

Aspire Financial Services LLC

in Tampa FL

JOB SUMMARY:

As a member of the Aspire Client Management team, the Relationship Manager position is responsible for the management of an assigned block of client relationships. Serving as a liaison between the company and its clients, ensuring the highest quality of client satisfaction while developing the relationship to help the company reach defined sales and revenue goals. The Relationship Manager provides proactive communication to both internal & external clients as well as day to day account support, problem resolution, research and analysis.

JOB ACCOUNTABILITY:

  • Serves as the single point of contact in addressing an array of requests from basic to complex, such as plan level changes and reconciliations, from plan sponsors, advisors and TPAs
  • Provides a high level of customer service, builds relationships to ensure retention and facilitates organic growth
  • Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively, mobilizing internal teams necessary to solve escalated issues
  • Facilitates regularly scheduled client calls to discuss outstanding items and provide updates on company initiatives
  • Manages many different clients at once and prioritizes their needs
  • Maintains client data and updates appropriate database(s)
  • Assists management in identifying procedures and policies that are outdated or ineffective and provide suggested improvements
  • Demonstrates efficiency and flexibility in performing detailed transactions in a fast-paced work environment with frequent interruptions and changing priorities
  • Assists other areas of the department with various functions when volume is high and/or staffing levels are low
  • Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
  • Conducts themselves as a part of management and partners with upper management accordingly
  • Performs other duties and responsibilities as assigned

REQUIRED SKILLS / EXPERIENCE: 

  • 3-5 years of client relationship management experience required, preferably in the retirement industry
  • Bachelors’ degree is preferred, but not required
  • QPA, QKA preferred, but not required
  • Knowledge of 401k plans and/or 403b, 457 plans, as well as basic understanding of the full suite of Aspire products and services
  • An understanding of financial industry operations, mutual fund classification, trading and general banking practices
  • Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines
  • Reasoning and problem-solving skills to research and resolve general problems
  • Technical skills such as: using required software applications, including Microsoft Office applications (specifically, Word, Excel and Outlook - Access is beneficial) necessary for creating documents, analyzing spreadsheets, and managing business correspondence
  • Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms
  • Work independently and in a team environment as well as cooperation with supervisor
  • Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
  • Learn and understand the various legal documents required by various companies in order to process client requests
  • Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system
  • Read and interpret financial statements, Perform accurate data entry, 10 key by touch, and type at least 30 words per minute

DEPARTMENT:  Client Management

REPORTS TO:  Director / Vice President / Account Executive of Client Management

ADA REQUIRMENTS (ESSENTIAL FUNCTIONS):  

Physical Requirements (maximum hours per shift are noted):

  • Sitting: 8 hours/day
  • Standing: 1 hour/day
  • Walking: 1 hour/day
  • Reaching: 0 hours/day; 8 ft, higher or lower
  • Use of Telephone: 8 hours/day
  • Working under pressure: 8 hours/day
  • Working rapidly for long periods: 2-3 hours/day
  • Use of keyboard/computer, printer, fax, copier: 8 hours/day
  • Position requires close work; finger dexterity; good vision, hearing and oral communication.
  • May occasionally work longer than 8 hours/day.

COGNITIVE OR MENTAL REQUIREMENTS:
The following cognitive or mental requirements are necessary on a daily basis:

  • Critical thinking
  • Reading
  • Writing
  • Mathematics
  • Drawing conclusions from written or computer generated materials.
  • Analyzing data or report information
  • Conduct research
  • Implementing recommendations by coordinating persons and/or other resources
  • Clear verbal articulation

How to Apply

Apply online using this link.


This ad has been viewed 569 times. It expires on 1/28/2019.

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