Private Wealth Relationship Manager - Temporary Position

Immediate need for 4 1/2 - 5 month temporary position as Private Wealth Relationship Manager providing administrative support to a team of 3 advisors and providing exceptional client service. Experience working with National Financial Services (NFS)/Fidelity/Commonwealth Financial Network processes and forms strongly preferred.

This is an hourly W-2 position, with hybrid onsite and work from home schedule possible after 1st month based on performance.  Interested parties should email their resume and cover letter with “PWRM” in the subject line to [email protected].  Gottfried & Somberg Wealth Management LLC is located at 340 Hebron Avenue, Glastonbury, CT  06033. 

SUMMARY OF RESPONSIBILITIES:

  • Promptly respond to client questions and service requests within 24 business hours regarding general account info, online access, withdrawals, transfers, and investments.  For matters exceeding 1 day, provide estimate for resolution and keep customer apprised of status. Always own the outcome.
  • Anticipate advisor’s needs and handle them proactively. Prepare forms and folders for meetings while minimizing details advisor is involved in.  Open new accounts, follow up after meetings, create correspondence as directed by advisor, and schedule client meetings.
  • Use excellent customer service skills to build client relationships.  Engage in regular contact with clients via telephone, email and letters.
  • Process withdrawals and transfers, and assist clients with completing forms and conference calls with third parties.  Place trades through Commonwealth at advisor’s direction, if licensed.
  • Track all pending business paperwork and proactively resolve issues to move business through the pipeline. Follow up on outstanding transactions with clients, our broker/dealer Commonwealth Financial Network, and third parties while always advocating for our client.  Update pending business summary daily.
  • Use Customer Relationship Management (CRM) system to maintain updated client records and record office contact with each client to ensure continuity and quality of service.
  • File and maintain up-to-date organized client files, including electronic copies of all signed applications, forms, and correspondence according to Commonwealth’s Compliance requirements.
  • Provide office coverage in the absence of other administrative staff.

REQUIRED SKILLS AND KNOWLEDGE

  • 3+ years of experience in the financial services industry; experience working with National Financial Services (NFS) processes and forms strongly preferred
  • Demonstrated ability to support multiple financial advisors and work well on a team
  • Desire and commitment to provide exceptional customer service
  • Excellent time management and multi-tasking skills to complete a high volume of work within deadlines
  • Superb attention to detail
  • Excellent written and verbal communication skills and desire to interact with clients and team members
  • Sophisticated organizational skills for maintaining paper and electronic files

DESIRED SKILLS AND KNOWLEDGE

  • Proficiency with Customer Relationship Management (CRM) systems to track client data
  • FINRA Series 6 or FINRA Series 7 registration preferred; FINRA Series 63 and Insurance license a plus
  • College degree preferred

EXPECTATIONS:

  • Establish and maintain cooperative working relationships with the team. Work collaboratively to retain existing client base as well as grow client base.
  • Professional behavior according to the GSWM Employee Manual. Observe and honor GSWM core values of Honesty and Integrity; Build Genuine Relationships; Strive for Excellence; and Seek Continuous Self Improvement.
  • Possess a growth mindset and demonstrate initiative by being willing to take on new responsibilities, take charge of a responsibility without being asked, or make suggestions for improvements.

Due to the temporary nature of this hourly W-2 position, benefits include paid NYSE holidays, plus after successful completion of first 30 days, accrual of 1/2 day per month for paid vacation/personal/sick time.  Terms and benefits subject to change if temp employee transitions to permanent full-time employee.

If what you read resonates with you, please email your resume with cover letter explaining why you would be a good fit for this position to [email protected].                                                        

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