Trustworthiness
Courtesy
Loyalty In our relationships with clients, in our relationship with each other.

Workplace Culture Matters… We pride ourselves in promoting a workplace culture of humility, passion, and excellence. Our team is friendly, down to earth and we treat each other with warmth and authenticity. The Challenge… Position Overview The Relationship Manager (RM) is a vital member of our client advisory team, responsible for delivering an outstanding client experience, fostering long-lasting relationships, and ensuring the highest level of service. Acting as a trusted partner, the RM supports Wealth Advisors in managing client relationships while playing a pivotal role in the growth, retention, and satisfaction of our clientele. The new Relationship Manager will hold the following key responsibilities: 1. Client Engagement and Experience o Serve as a primary point of contact for clients, providing tailored and proactive support. o Act as an ambassador for the firm, ensuring clients receive exemplary service on inbound and outbound communications. 2. Operational and Administrative Excellence o Manage client onboarding, including the collection of required documentation and account setup processes. o Oversee and update the client database in Salesforce, ensuring accuracy and comprehensiveness. o Research, resolve, and communicate solutions for client inquiries and service matters. o Coordinate with custodians and external providers to manage client accounts effectively. o Prepare materials and agendas for client meetings, team reviews, and presentations. 3. Team Collaboration o Partner with Wealth Advisors to prioritize tasks, projects, and deliverables. o Manage workflows, track progress, and ensure timely completion of client-related tasks. 4. Strategic Contributions o Recommend solutions and enhancements to processes and practices, contributing to the firm's operational efficiency. What You Should Bring to the

Table:

Bachelor's degree in finance, business, or a related field. At least 5 years of professional experience in wealth management or financial services, with a focus on client relationship management. Knowledge of Salesforce or other CRM systems is highly desirable. Exceptional interpersonal and communication skills, both verbal and written. Proven ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment. Highly organized, detail-oriented, and adept at critical problem-solving. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a strong aptitude for learning new technologies. Commitment to integrity, excellence, and the highest standards of ethics Why Twelve Points

Generous compensation
Excellent Benefits
Ample Professional Development and Advancement Opportunities
Great Work-Life Balance
We are not your average wealth management firm.

We are so much more. We would welcome your interest!

Check us out at:

www.twelvepoints.com If interested, please submit resume through the Indeed portal TODAY!

Pay:

$90,000.00 - $120,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

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