Job Postings

Relationship Manager

Bain Wealth Management
Job Description
JOB ANNOUNCEMENT
 
Bain Wealth Management
Company Information:
We are a small, values-based financial planning company located in SE Salem that strives to excel in customer service.  We are searching for an organized and friendly person with a positive, helpful attitude to join our tight knit team.  Our office is a professional and conservative environment and we are looking for an in-person position.  We are an at-will employer.
 
Position Title & Brief Description:
RELATIONSHIP MANAGER
The primary role of this position is to assist the advisors with client account-related matters, for both new and existing accounts.  The ideal candidate would be very detail-oriented, able to process paperwork efficiently, and interact well with clients and various investment companies.
 
Primary Responsibilities:
  • Process all applications, transfer paperwork, checks and account maintenance forms daily
  • Make and field follow-up phone calls for pending account-related transactions
  • Maintain and update information in databases and spreadsheets
  • Comply with industry rules and regulations
  • Assist Planners & Paraplanner as needed
  • Cross-trained to cover front desk/receptionist position if needed
  • Other duties as assigned
 
Skills/Qualifications:
  • Highly efficient, extreme attention to detail and accuracy with numbers
  • Excellent organizational skills, ability to problem-solve, multi-task and prioritize
  • Dependable and of high moral character
  • Strong initiative and excellent follow through
  • Flexible and adaptable
  • Fast learner and team player
  • Positive demeanor on the phone and in person
  • Exceptional interpersonal, verbal and written communication skills
  • Ability to follow specific processes and procedures
  • Strict adherence to privacy and confidentiality policies
  • Proficiency in Microsoft Windows, Outlook, Word, Excel, and databases
  • Experience working in Salesforce, Egnyte, Orion preferred
  • Experience working in a professional or financial office environment preferred
  • Bachelor’s degree preferred
 
Position Details/Salary:
Full-time-Monday through Thursday 8am-5pm, Friday 8am-2pm
Starting salary: $24-26/hr, depending on experience
Eligible for 401K and profit sharing after 1 year
Eligible for the following benefits after trial period:
·      Medical, dental/vision, courthouse membership, PTO
 
Please email resume and cover letter to karen@bainwealthmanagement.com.
Contact Information