Client Relationship Manager
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries
Requirements
Candidates should possess a minimum of 5-7 years of relevant work experience, preferably in the financial services/investment management industry, and a Bachelor’s degree from an accredited college or university or equivalent experience is preferred. Proficiency with Microsoft applications, including Outlook, Word, and Excel, with advanced skills for exporting and merging information into documents, along with experience with CRM software (Practifi/Salesforce experience is preferred) and electronic document repositories is required. Strong business English skills, including composition, spelling, grammar, and punctuation, and the demonstrated ability to efficiently compose and prepare correspondence and documents are essential.
Responsibilities
The Client Relationship Associate will act as the primary point of contact for clients, addressing inquiries and concerns while demonstrating a client-first attitude. They will assist with all facets of new client onboarding, including opening accounts, establishing client portal access, and managing account transfers and documents. The role involves managing client information within the CRM, maintaining clients’ profiles, and establishing and nurturing strong relationships with clients. The associate will resolve and troubleshoot client issues promptly, inform clients about new products and services, and actively work to meet and anticipate the needs of the Advisors and clients they support. Handling distribution and money movement requests, serving as a liaison between client, custodian, and investment managers, as well as third parties, and scheduling and organizing client meetings for Advisors are also key responsibilities. Utilizing compliance software, working with internal teams to ensure client needs are met, adhering to all regulations and policies, and working independently to complete tasks efficiently with attention to detail are crucial aspects of the position.
Skills
Microsoft Outlook
Microsoft Word
Microsoft Excel
CRM Software
Practifi
Salesforce
Electronic Document Repositories
Business English
Correspondence
Client Relationship Management
Account Management
Compliance Software
Tolleson Wealth Management
Multi-family office providing wealth management services
About Tolleson Wealth Management
Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.
Dallas, TexasHeadquarters
2000Year Founded
VENTURE_UNKNOWNCompany Stage
Social Impact, Financial ServicesIndustries
201-500Employees