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Harbor Investment Advisory, LLC · 1 day ago

Client Relationship Manager - The Kelly Novak Group

Lutherville, MD

Full-time

Onsite

Mid Level

$60K/yr - $70K/yr

Harbor Investment Advisory, LLC is an independent wealth management firm that provides customized wealth advisory solutions. They are seeking a Client Relationship Manager to improve and maintain client relationships and support financial advisors in various operational and managerial tasks.

Financial Services

Responsibilities

Seek to improve and maintain existing client relationships, as well as the development of new ones

Research client questions and effectively communicate solutions

Support Financial Advisors in operational and managerial tasks

Work collaboratively with the operations team, financial advisors, and other practice groups to ensure a streamlined and seamless client experience throughout the firm

Coordinate and execute on client asset movements – verbally confirming instructions, creating and sending letters of authorization, managing capital calls and insurance premiums amongst other ad hoc requests

Take the lead in opening client accounts

Educate clients on Harbor’s services and solutions that fit their needs

Field phone calls and emails

Homogenize client data across platforms

Assist in the creation of client-specific reporting

Keep current on industry/firm processes and compliance rules

Maintain detailed notes on client interactions

Qualification

Series 7 licenseSeries 66 licensePowerPoint proficiencyExcel proficiencyCritical thinkingMultitaskingProactiveWritten communicationVerbal communicationProblem-solvingOrganizational skillsAttention to detailSelf-motivatedCollaborative

Required

Series 7 and Series 66 licensed, or equivalent

Exceptional written and verbal communication skills

Proactive & thoughtful

Excellent critical thinking and problem-solving abilities

Ability to multitask and think clearly under pressure

Self-motivated and able to work in an autonomous yet collaborative environment

Superior organizational skills and a strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail

Proficiency in PowerPoint, Word, and Excel

Benefits

Day-one medical, dental, and vision coverage

Flexible benefits (FSA, pre-tax benefits, employer HSA contributions)

401(k) with employer match

27 PTO days plus NYSE market holidays

Certification and credential reimbursement (CRPC®, CFP®)

Company

Harbor Investment Advisory, LLC

Harbor Investment Advisory was founded in 2009 with a singular mission to provide investment and wealth advisory services focused exclusively on serving private clients, institutions and family offices throughout the United States.

Founded in 2009