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64975319 Associate WM Relationship Manager I - Morristown, NJ

Job Information

ID :
# of Positions :
Minimum Education Level :
Bachelor's Degree
Experience Required :
Duration :
Full Time Regular
Shift :
Hours per week:

Job Description


Morristown, NJ
Beacon Investment Advisory Services is seeking an Associate WM Relationship Manager Ifor their officein Morristown, NJ.
Qualified candidate must possess excellent organizational skills and be very detail oriented. Excellent written and oral communiction skills are a must. Candidate will parter with senior advisors tosupport theirfinancial planning and client facing work. Proficiency with Microsoft Office Suite (Excel, Word, Powerpoint) a must.
Knowledge of Salesforce preferred.

Under general direction, this position's role is to gain knowledge, practical experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports the senior relationship managers and wealth strategists in the financial planning and relationship management process. Responsibilities will include data input into the financial planning software, client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system.

The Associate Relationship Manager I will be partnered with a senior advisor, or multiple advisors, and their book of business. The incumbent will have the opportunity to participate on calls to gain an understanding of the client needs, relationship management & new business opportunities.


Work directly with senior advisors to support their client facing work. This includes:
Data gathering and data entry for financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
Assisting the advisor with other ad hoc planning requests from clients and other client-related projects
Preliminary review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to help create a current estate analysis
Direct client interaction to assist advisor with all client requests, including processing of money movement requests and new account openings
Research and resolve client issues
Assist with client meeting preparation, including generating materials and coordination with clients and other internal colleagues
Coordinate post meeting implementation of recommendations in conjunction with the advisor
Assist in follow-up correspondence and post meeting record retention
Continuous updates to client's electronic files in firm's CRM system 95%
Performs other duties as required. 5%


Help to foster a positive atmosphere within the office and with clients/prospects/COI's and encourage teamwork while supporting goals and objectives of the business.
Represent professional behavior and etiquette at all times.
Proven client service delivered in a timely professional manner.
Proficient with software programs (Microsoft Word, Excel, Powerpoint and Outlook). Familiarity with eMoney (or related financial planning tool), Salesforce, and Envestnet Tamarac, a plus.
Possess honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
Good communication and interpersonal skills.
Ability to work with a high degree of autonomy, set priorities and manage deadlines
Strong organizational and project coordination skills
Team-player, enthusiastic and positive, polished, poised and professional
Strong verbal and written communication skills
Self-motivated and pro-active
Demonstrated interest in the financial planning industry

Bachelor's degree in Management, Finance or Business Administration preferred.

0 to 3 years related experience with the financial industry working within the client management arena.

Work is performed in a normal office environment. Noise levels are usually moderate. May include travel.

The hazards are mainly those present in a normal office setting and those present in commuting. Occasionally may be exposed to those conditions present in public forums and meeting places.

This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer of Minorities, Females, Protected Veterans, Individuals with Disabilities and LGBT.

Company Information

Name :
Description :
The Provident Bank
Type :
Direct Employer
Address :
830 Bergen Avenue
Jersey City, NJ 07306

Application Information

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