Job Type:

25 hours per week 9am-3pm (Monday-Thursday)

About Us:

The Anchor Financial group is a leading financial planning firm dedicated to providing personalized financial solutions to our clients. We specialize in wealth management, retirement planning, estate planning, and investment advisory services. Our mission is to build long-term relationships with our clients by offering exceptional service and expert guidance.

Job Summary:

We are seeking a highly motivated and client-focused Client Relationship & Service Manager to join our team. The ideal candidate will be responsible for managing and enhancing client relationships, ensuring high levels of client satisfaction, and supporting financial advisors in delivering top-tier service. This role requires strong interpersonal skills, attention to detail, and a passion for helping clients achieve their financial goals.

Key Responsibilities:

Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring a seamless client experience.
Develop and maintain strong relationships with clients by proactively engaging with them through regular communication.
Support financial advisors in client meetings, prepare reports, and follow up on action items.
Oversee client onboarding processes, ensuring smooth transitions and efficient document processing.
Manage and track client service requests, ensuring timely and accurate completion.
Stay up-to-date with industry trends and firm policies to provide informed guidance to clients.
Collaborate with internal team to enhance service delivery and improve overall client experience.
Monitor Client Activity on a Daily Basis
Review Advisor’s Email to ensure client’s needs are addressed timely and properly
Serve as Gate Keeper from industry professionals.
Prepare monthly and quarterly compliance blotters.
Make sure all Required Distributions are processed in timely manner.
Maintain accurate records and documentation in CRM systems.
Create systems to ensure routine client meetings and check ins.
Plan, organize and implement client gifts.
Plan, organize and implement client events.
Develop, implement and monitor social media marketing strategy.

Qualifications & Skills:

Bachelor’s degree in marketing, finance, business administration, or a related field preferred.
Understanding of financial planning and investment concepts.
Excellent communication and interpersonal skills with a client-centric mindset.
Highly organized with strong attention to detail and problem-solving abilities.
Strong grasp of technology in an office-based environment
Excellent working knowledge of Microsoft Office (Word, Outlook, Excel).
Proficiency in CRM software.
Ability to work independently and collaboratively in a team environment.
Marketing Background with knowledge of incorporating Social Media as part of business development
Highly motivated and detailed. Will do more than the bare minimum of what is asked for and will always seek to close the loop on all tasks.
Ability to organize, prioritize and handle multiple tasks at once.
Delegates effectively to other administrators.
Judicious – Understands how important proper messaging can be, even under deadlines.
Experience in the securities industry preferred, but not required. A background check is required.

Why Join Us?:

Opportunity to work in a dynamic and growth-oriented firm.
Collaborative and supportive team environment.
Professional development and career advancement opportunities.

If you are passionate about building relationships and delivering outstanding client service in the financial planning industry, we invite you to apply for this exciting opportunity.

How to Apply:

Please submit your resume and a cover letter detailing your qualifications and experience to tripp@theanchorfg.com.

The Anchor Financial Group

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