This is an in-office role. We are looking for a professional to work from our office in The Villages.
ABOUT THE FIRM:
There are few responsibilities as significant as our clients’ financial well-being, and we are honored to be custodians of their trust. Destiny Wealth Partners’ (which conducts business as Ruggie Wealth Management, Destiny Family Office, and Nichols Wealth Partners) reached $1B in AUM (as of close of day July 13, 2023), and in 2023, was also named one of the top 75 fastest-growing, fee-only RIAs by InvestmentNews, and among the Top Advisory Firms in the U.S. by USA Today.
Founder and CEO Tom Ruggie, ChFC®, CFP®, a 30+ year wealth management veteran, has been ranked as one of the top wealth managers in the nation multiple times by Barron’s, Forbes, and Financial Advisor.
The firm offers unique access to some of the most sophisticated investment opportunities available and is committed to being a trusted partner to our clients, using a broad range of services and strategies to help them reach their Destiny.
Our entrepreneurial spirit, culture of collaboration and innovation, and passion for working in the best interests of our clients, has led to the development of long-term relationships that are important to our success…and yours.
POSITION: CLIENT RELATIONSHIP MANAGER
Critical features of this job are described under the headings below. They may be subject to change at any time.
JOB SUMMARY:
This role provides an opportunity for an organized, efficient, and detail-oriented team-player to work in a fast-growing and fast-paced environment.
DUTIES AND RESPONSIBILITIES:
The ideal candidate will:
- Provide excellent service and support to clients and team members which exceeds expectations.
- Assist in all day-to-day operational functions pertaining to client servicing needs
- First in line to answer the phone utilizing exceptional client service.
- Fact gather information about client needs – Direct escalated questions to appropriate resources within the organization
- Coordinate calendars and schedule meetings
- File, scan, and organize documents for storage in Egnyte
- Handle shipping/receiving of client and internal mail
- Maintain Salesforce database, including documenting all client specific transactions
- Proactively contact clients to enhance the client relationship
- Complete onboarding process for new clients, including new account applications and coding within technology databases
- Complete, submit, and monitor client servicing requests and paperwork processing
- Greet clients and make them feel comfortable when visiting the office
- Maintain client and prospect information in our records database.
- Adhere to firm procedures that enhance accuracy and streamlines processes for greater internal and external efficiency.
- Draft, review, or edit client correspondence for the Advisors, if needed.
- Perform for client review meetings, including preparing reports
- Complete special projects as assigned.
QUALIFICATIONS:
SKILLS/TRAITS:
- Organized with strong attention to detail, good communicator, service-oriented, team player.
- 3+ Years of Professional Experience
- Embody mission, values and culture of the company
- Excellent follow-through skills
- Excellent interpersonal and telephone skills.
- Excellent writing skills, organizational skills, and attention to detail.
- Excellent attitude and an extraordinary client service orientation.
- Ability to handle multiple tasks and operate on tight deadlines.
- Be adaptable
- Ability to thrive in a fast-paced environment
NICE TO HAVE:
- RIA Client Service Experience
- Series 65 License
COMPENSATION:
- Base salary plus a bonus
- Comprehensive benefits package