Client Relationship Manager

Job Description Summary

At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Are you ready? Let’s uncover the possibility of working together.

Job Description

Essential Duties and Responsibilities

• Manage and deepen client relationships with effective communication and personalized attention in every interaction
• Collaborate with investment team to develop models and strategies aligned with client objectives
• Work closely with research analyst and portfolio managers to evaluate investment opportunities
• Support the firm’s growth
• Enter trades, orders, and rebalances as requested
• Schedule, attend, and facilitate client meetings

• Manage referrals effectively

• Prepare financial reports, spreadsheets, and other materials for client meetings

• Create and maintain records and files utilizing Client Relationship Management (CRM) software

• Participate in marketing efforts including seminars and other client-facing events

• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge, Skills, and Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies

• Managed account platforms

• General office practices, procedures, and methods

• Investment concepts, practices, and procedures used in the securities industry

• Financial markets, products, and industry regulations

• Trading terminology
• Financial planning software

Skill in

• Client Relationship Management (CRM) software

• Microsoft Office Suite

• Effective communication (in-person, virtual, phone, and mail)

Ability to

• Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases

• Analyze and research account information

• Handle stressful situations and provide a high level of client attention in a calm and professional manner

• Analyze problems and establish solutions in a fast-paced environment

• Use appropriate interpersonal styles and communicate effectively

• Work both independently and as part of a cohesive team

• Demonstrate competence, dependability, and responsibility

Licenses/Certifications

• SIE

• Series 7

• Series 63, 65 and/or 66 as required by state

Irwin Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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