Relationship Manager - Private Wealth Management Job at Loughlin Staffing Solutions, Westport, CT

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  • Loughlin Staffing Solutions
  • Westport, CT

Job Description

Job Description

Job Description

Our client, a private wealth management company is seeking a Relationship Manager with a Series 7, 63 or 66 license for a private wealth management company.

Salary $90-120K plus benefits

Client Onboarding

  • Intro Emails (next steps and who they will be working with)
  • Sending agreements
  • Obtain missing information to complete onboarding & account opening

New Business

  • Advisory
  • Brokerage
  • Annuity
  • Insurance

Service

  • Executing inbound service work
  • Scheduling review meetings
  • Prep for investment review meetings (completed Friday prior)
  • Monitoring email & phone
  • Calendar management

CRM

  • Entering Client info to Salesforce o Documenting client interactions o Updating meeting & call notes o creating opportunities
  • Maintaining accurate client info in salesforce

Financial Planning

  • Onboarding (Intro Email, Agreements, file sharing, documents needed).
  • Scheduling data review calls and strategy sessions.
Company Description

Loughlin Staffing is the top staffing and recruitment agency in Tarrytown, NY, providing permanent, temporary and temp-to-perm employment solutions. Since 1998, our highly-talented and experienced team of recruiters are experts at finding the best person for the best job. We do this through our proven personalized approach to job placement, to successfully meet the needs of employers and job seekers in Westchester, Rockland and Fairfield Counties. At Loughlin Personnel, we understand the difficulties of a job search, and that’s why we’re committed to working closely with our clients to provide the best match in helping them reach their professional goals. Read more about us on our website:

Company Description

Loughlin Staffing is the top staffing and recruitment agency in Tarrytown, NY, providing permanent, temporary and temp-to-perm employment solutions. Since 1998, our highly-talented and experienced team of recruiters are experts at finding the best person for the best job. We do this through our proven personalized approach to job placement, to successfully meet the needs of employers and job seekers in Westchester, Rockland and Fairfield Counties. At Loughlin Personnel, we understand the difficulties of a job search, and that’s why we’re committed to working closely with our clients to provide the best match in helping them reach their professional goals. Read more about us on our website:

Job Tags

Permanent employment, Temporary work,

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