Description We are in search of a Relationship Manager to join our team in the financial sector, based in Twin Cities. The role involves providing comprehensive client services, with a keen focus on maintaining client relationships and managing investment accounts. Responsibilities: Uphold and manage client relations effectively and professionally Provide internal support to the office in various financial planning processes Offer assistance to team members unprompted, fostering a collaborative work environment Adhere to all policies, procedures, and compliance requirements within the financial industry Actively participate in sharing ideas and information on firm roles, responsibilities, and systems Swiftly resolve issues and admit to mistakes without delay Maintain a client-centric approach in all tasks, demonstrating an unwavering commitment to customer service Manage investment accounts and provide financial planning advice to clients Utilize Microsoft Excel, Word, and Outlook for various tasks and communication Handle Investments and provide client support.If you are interested in joining a growing firm and further develop your career in financial advisory, please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. Requirements Applicant must possess at least one year of experience in a financial advisory setting Proficiency in managing client relations is a must. Strong knowledge of financial planning is required. Experience with investment accounts is crucial. Familiarity and understanding of investments is necessary. Proven track record as an Investment Advisor is desirable.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
