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Avidia Bank · 21 hours ago

Client Relationship Manager - Investments

Hudson,MA,US

Full-time

Onsite

Mid, Senior Level

7+ years exp

Avidia Bank is seeking a Client Relationship Manager - Investments to provide high level administrative and operational support to financial advisors. This role is crucial in managing client relationships, coordinating communications, and ensuring exceptional client service while handling sensitive financial information with professionalism.

BankingFinancial ServicesMobileMortgage

Comp. & Benefits

Responsibilities

Serve as primary point of contact for clients, delivering prompt, professional and high-quality service

Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions

Coordinate client onboarding, including account opening, transfer and required documentation

Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements

Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up

Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management

Support compliance processes, including document management, disclosures and audit preparation

Monitor account activity and assist with service requests such as distributions, contributions and updates

Maintain confidentiality of client information and adhere to all privacy and security standards

Collaborate with internal team to resolve client and administrative needs

Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process

Independently composes correspondence and statistical, financial and narrative reports as required

Perform related and unrelated duties as may be required

Qualification

Client relationship managementFinancial services experienceCompliance processes knowledgeMicrosoft Office proficiencyCRM systems proficiencyCommunication skillsOrganizational skillsCustomer focus

Required

Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience

Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes

High level of professionalism and discretion with confidential information

Excellent oral and written communications, organization, and follow-up skills

Customer focus and a proven track record of working collaboratively with internal and external customers

Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations

Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures

Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems