Client Relationship Manager Job at Raymond James (Lemont)

Client Relationship Manager

Raymond James

Location:
United States , Lemont ▼
Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

80000.00 - 100000.00 USD / Year

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Job Description:

Hunziker & Associates is a full-service wealth management firm that provides concierge-level service to its clients. As they evolve, they are seeking a Registered Client Relationship Manager to manage the overall operational efficiency and client servicing of the branch office. The ideal candidate has industry experience and is proficient in front- and back-office operations as well as investment concepts. Additionally, the candidate will direct day-to-day operational functions of the office, interface heavily with high net worth clients, oversee project management, ensure compliance with firm and regulatory policies and procedures, and have a strong affinity for organization and process in a professional, discreet, and team-oriented environment.

Job Responsibility:

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes, scheduling of meetings with prospective and existing clients
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received
Prepares financial reports, spreadsheets and other materials for client meetings
Inputs orders and rebalances portfolios on behalf of the Financial Advisors
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Performs other duties and responsibilities as assigned

Requirements:

Bachelor’s degree OR three years’ experience in the financial services industry, preferably including related operational management and supervisory experience
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of Managed account platforms
Knowledge of General office practices, procedures, and methods
Knowledge of Investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations
Knowledge of Trading terminology
Skill in Client Relationship Management (CRM) software, or similar contact management software
Skill in Microsoft Office Suite
Skill in Effective communication (in-person, virtual, phone, and mail)
Ability to Operate standard office equipment and using required software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
Ability to Analyze and research account information
Ability to Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Ability to Identify time sensitive items and assess competing priorities
Ability to Take initiative and proactively follow up on submitted items to ensure completion
resolve errors, questions, or concerns
Ability to Handle stressful situations and provide a high level of customer service in a calm and professional manner
Ability to Analyze problems and establish solutions in a fast-paced environment
Ability to Use mathematics sufficient to process account and transaction information
Ability to Use appropriate interpersonal styles and communicate effectively
Ability to Work both independently and as part of a cohesive team
Ability to Provide a high level of customer service

Nice to have:

Licenses Strongly Preferred: SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state

Additional Information:

Job Posted:
March 11, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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