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BIP Wealth · 1 day ago

Associate Relationship Manager

Columbus, GA

Full-time

Onsite

Entry Level

2+ years exp

BIP Wealth is a leading wealth management firm focused on wealth creation through science-based investment methodologies and technology innovation. The Associate Relationship Manager will ensure exceptional client experiences for high-net-worth families, supporting the advisory team and managing various client service tasks.

Financial ServicesRetirementWealth Management

Hiring Manager

Heather Callahan

Responsibilities

General office administration to include copying, printing, oversite of office supplies, and processing incoming & outgoing mail

Answer incoming calls from clients, vendors, etc. and assist them as needed

Greet clients upon arrival for appointments

Develop and maintain strong relationships with clients, referral sources, and fellow BIP team members

Provide general administrative services to advisory team, such as maintaining calendars and schedules, booking conference rooms, ordering food, preparing meeting documents, and liaising with building services

Maintain CRM systems, technology platforms, and operational workflows to improve efficiency

Process various client service items, including withdrawals, beneficiary changes, etc

Support document preparation, management, and filing and internal process improvements

Ensure compliance with industry regulations by managing documentation and auditing records

Partner with and support a Relationship Manager to best serve clients and help them make sound financial decisions

Maintain awareness of key client dates (birthdays, anniversaries, birth of a child, etc.) to help PWAs engage with clients as appropriate

Develop strong working relationship with custodian representatives for support and troubleshooting as needed

Manage client completion of private investment documents to support one of BlP's major value propositions

Assist PWAs to prepare for client meetings, as required

Qualification

Client relationship managementMicrosoft OfficeFinancial services knowledgeProblem-solvingCommunication skillsAttention to detailTeam collaborationTime management

Required

A minimum of 2 years of work experience in a professional corporate environment

New college graduates who have a desire to be in the financial services industry are also encouraged to apply

Enjoys working in an office 5 days a week

Enjoys working in a team environment and interacting with people throughout the day

Demonstrate ability to handle multiple tasks in a fast-paced environment under supervision, with high attention to detail

Well-developed oral/written communication skills

Proficiency in Microsoft Office (Word, Excel, Outlook)

Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records

Resourceful; Anticipates challenges and works to resolve them before they become problems

Big picture thinker with advanced ability to prioritize competing responsibilities

Detail oriented and organized

Committed to the success of the team and the business

Personable, responsive, engaging, and a client-first attitude

Mature, self-starter, willing to take complete ownership of areas of responsibility