CareersRelationship Manager

Means Wealth Management is a family-owned wealth management firm with a rich history dating back to 1935. We believe we are not just another financial services firm; we put an emphasis on building a strong team by fostering a supportive and collaborative environment for our employees while striving to provide exceptional service to our clients.

Job Summary:

We are seeking a dynamic and outgoing individual to join our team as a Relationship Manager. The Relationship Manager’s primary responsibility is to assist our team as we build and preserve trusting relationships with our clients by serving as a key point of contact and helping ensure a high-quality, consistent client experience.

This is an in-office position based in our Bangor, ME, location

Responsibilities:

• Client Interaction: Ensuring our existing and prospective clients receive exceptional service by:
  • Working with clients in person, over the phone, and via email to address cashiering and administrative needs, answer questions, or route inquiries appropriately within the firm.
  • Processing client paperwork for both routine and complex financial transactions in coordination with advisors, operations, and custodial partners.
  • Answering incoming calls promptly and professionally and ensuring the caller’s needs are adequately and timely addressed.
  • Greeting clients in the office and helping them feel settled and prepared for meetings with their advisor, while reinforcing a welcoming, professional firm experience.
• Appointment Scheduling and Meeting Preparation:
  • Coordinating and scheduling appointments for clients and advisors, ensuring efficient use of everyone’s time.
  • Assisting advisors as they prepare for client meetings, ensuring any documents and reports needed for the meeting are accurately and timely prepared and that follow-up items are tracked and addressed.
• Administrative Support:
  • Providing general administrative support to the team, including data entry, filing, and other related tasks.
  • Assisting with various clerical duties as assigned.
  • Maintaining accurate and up-t0-date client records and notes in our CRM.
  • Acting as a liaison between clients and internal teams to help ensure smooth execution of client requests and timely resolution of issues.

Qualifications

• Excellent interpersonal and communication skills with a strong emphasis on building rapport with clients.
• High attention to detail and an emphasis on accuracy.
• Proven ability to multitask and prioritize tasks effectively.
• Strong organizational and time management skills.
• Ability to work independently in a fast-paced environment while collaborating closely with advisors and team members.
• Strong critical thinking and judgment, with the ability to evaluate client needs and determine appropriate next steps.
• Proficiency in Microsoft Office Suite and comfort learning new technology and systems.
• A positive, enthusiastic, and outgoing personality with a strong service mindset.

To apply, please send your resume and cover letter to [email protected].