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Bank Appraisal Review Officer in Boston, MA at SNI Financial

Date Posted: 5/23/2019

Job Snapshot

  • Employee Type:
  • Location:
    Boston, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

The Client Service Manager works closely as a seasoned member of the team with Portfolio Executives, prospective clients and existing clients in every aspect of the sales process. They act as the first point of contact for existing client account maintenance requests. They are an integral component in client service and client management.

Principal Responsibilities:

  • Train new employees
  • Proactively service clients with 1% more
  • Cover phone calls for reception and overflow phone calls for the company
  • Input all important data required for new and existing clients for the Portfolio Review Committee
  • Present prospective clients to Portfolio Review Committee for Portfolio Executives when needed
  • Prepare detailed portfolio analysis of current and proposed holdings for potential clients
  • Communicate clearly via phone, email and written correspondence to help our company establish and maintain quality client relationships
  • Create Investment Proposals for potential clients
  • Assist Portfolio Executives throughout the client onboarding process to establish new client relationships
  • Work directly with Portfolio Executives to maintain and strengthen existing client relationships
  • Provide clients with the necessary documentation to create, transfer and maintain accounts
  • Facilitate the timely, accurate transfer of client assets
  • Process and execute client cashiering requests and tasks timely and accurately
  • Work with custodians to resolve client account issues (Fidelity, Vanguard, Schwab, E*TRADE)
  • Maintain confidential up to date client personal and account information in CRM Database (Salesforce)
  • Utilize all administrative systems to perform job responsibilities including but not limited to Wealth Central, Salesforce, and Orion