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Director of Client Relations

Greensboro, NC 27410

Posted: 02/21/2024 Employment Type: Contract to Perm Job Number: ET888113213 Pay Rate: $25.00 / hour

Job Description

Graham Personnel Services is seeking a Director of Client Relations for a wealth management company in Greensboro! The Director of Client Relations is responsible for managing the day-to-day processing of securities and advisory related operational activities.  Hours: Monday to Thursday: 8:30AM – 5PM, Friday 8:30AM – 12:30PM
Responsibilities include:   
  1. Manage incoming calls
  2. Schedule, confirm and prepare for client appointments
  3. Open new accounts.  Obtain required information, verify accuracy.
  4. Other miscellaneous operational activities including direct business, account transfers, distributions, account updates
  5. Ensuring that all compliance procedures as outlined in the SFA Operations Manual and internal guidelines are followed as prescribed
  6. Act in support of all advisors
  7. Client Events including client informational seminars as well as intimate client events
  8. Proper maintenance of CRM data
  9. Maintenance of E-Money systems for client interface and financial planning purposes.
  10. Assist clients in establishing online account access.
  11. Assist in developing and/or modifying workflow templates
  12. Client facing, professional atmosphere
  13. Wealth management experience is a plus

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