• Relationship Manager

    Job Locations US-GA-Atlanta
    Job ID
    Customer Service/Support
    Regular Full-Time
  • Overview

    Our client is growing and searching for a Relationship Manager to add to the team in their Atlanta office. As a Relationship Manager, your primary responsibility is to work with clients on implementing and maintaining an established investment plan. This requires extensive contact with clients to create a close, personal relationship between you, the client, and the rest of our team. To earn the position of trust you must possess, and be able to effectively communicate, a solid understanding of various options that are available to create and protect wealth. 


    Principal Accountabilities:                                                                                                                                                                                         

    • Proactive communication with clients by adhering to our contact approach.
    • High moral and ethical standards 
    • Team player, friendly, motivated, detail oriented, self-starter, professional, and take ownership of work performed
    • Anticipates client needs, solves problems and follows through with exceptional service
    • Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion
    • Initiate Funds Disbursements (wires and check requests)
    • Process Funds Transfers and money movements
    • Manages calendar and schedules meetings for clients, prospects and outside vendors
    • Documents all communications with clients
    • Documents all relevant action items and tasks being tracked in the Redtail CRM
    • Maintains all current Harmon Financial systems as presented
    • Prepares and coordinates documents in preparation for meetings
    • Is prompt with post-meeting follow-up
    • Interacts with the firms’ home office support to develop cooperative relationships and guarantee timely follow through on requests
    • Executes project-related tasks to contribute to the firm’s development
    • Cultivates ideas to develop or help improve office systems and protocol
    • Adheres to all Regulatory rules and standards


    • Variable / Life Insurance licensed preferred
    • 10 solid years’ experience in industry
    • Redtail CRM and task management
    • Outlook email and calendar
    • Microsoft Excel, Word Office suite, Adobe PDF
    • Ability to improvise and proactively assist in client requests or firm tasks
    • High communication skills (written and presentational)
    • Above average organizational skills

    Attributes and Behaviors:

    • Develops and maintains positive working relationships with others
    • Arrives to work each morning on time
    • Actively shares ideas and information on firm roles, responsibilities and systems
    • Admits to mistakes immediately and works quickly to resolve the issues
    • Maintains a high customer service ethic and is passionate about meeting and assisting clients
    • Takes pride in the achievement of team objectives
    • Assists team members unprompted
    • Keeps pace with changes and acquires knowledge/skills necessary for business development




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