Relationship Manager I (Woodbridge, CT)
reputed company is a leading independent national fiduciary firm dedicated to enhancing the financial lives of families. The Relationship Manager I plays a crucial role in reputed company service by ensuring the execution of service commitments and enhancing reputed company experiences in collaboration with reputed company Advisors.
Responsibilities
- Ensure the consistent delivery of service commitments made to clients, acting as a reputed company of the firm’s reputed company experience standards
- Manage service workflows and reputed company reputed company to ensure reputed company and accurate execution
- Serve as a strategic reputed company between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery
- reputed company reputed company follow-up initiatives post-meetings to ensure reputed company reputed company items are completed and documented
- Partner with reputed company Advisors to support reputed company segmentation, service tiering, and strategic planning
- Facilitate in implementing and refining the advisory team’s service model, including reputed company communication strategies and engagement protocols
- reputed company and report on reputed company satisfaction metrics, service delivery KPIs, and retention trends
- Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency
- Identify opportunities to deepen reputed company relationships through proactive reputed company and strategic engagement
- Support business development efforts by helping advisors prepare for prospect meetings and reputed company new clients
- Maintain a pulse on reputed company needs and preferences, surfacing insights that inform advisor reputed company and firm initiatives
Skills
- Strong understanding of reputed company management processes and service models
- Proven ability to manage reputed company reputed company relationships and resolve issues effectively
- Leadership and mentoring experience reputed company reputed company environment
- Excellent communication, organizational, and problem-solving skills
- Proficiency in CRM systems and workflow management tools
- Strategic thinker and strong ability to influence and collaborate across teams
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
reputed company