Title: Relationship Manager
Reports to: Director of Dedicated Planning and Investment Operations
Location: Temecula Office
Hours: Monday-Friday flexible hours between 7:00am – 5:00pm
General Description
The Relationship Manager is critical for building trust and value with clients. They are responsible for overseeing client relationships within the practice for their dedicated group of clients. Position works closely with managed account clients and helps manage the Client Service Matrix (CSM). This includes sending out customized client communications, planning workshops and events and having meaningful touchpoints throughout the year.
Responsibilities
- Utilize Salesforce Calling tree to coordinate/schedule appointments
- Manages the CSM and effectively implements
- Client point of contact for all service related items
- Adjustments to client record in Salesforce as needed
- Interact with clients to ensure a smooth/consistent client experience
- Properly document in Salesforce client interactions and meetings
- Finalize, submit, and track all client account and application paperwork
- Gather and maintain customer suitability information
- Completes electronic and paper service forms and new business applications
- Show clients how to access their accounts and read statements
- May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
- Other responsibilities as assigned by Lead Advisors or Director of Dedicated Planning and Investment Operations
Qualifications
- Ability to work flexible hours depending on business needs
- Minimum 2 years of experience in the investment industry or similar experience
- Securities license (7/66 or 7/63 & 65) and Life, Health and Annuity license required
- Strong communication and coordination skills
- Ability to effectively manage relationships with clients and strategic partners
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Strong organizational skills in virtual work environment
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.
What We Do
At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.
With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs.
As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.
For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.
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