Job Description

Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment. When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!

Essential Duties and Responsibilities

Manage and deepen client relationships with effective communication and personalized attention in every interactionSupport the firm’s growthEnter trades, orders, and rebalances as requestedSchedule, attend, and facilitate client meetingsManage referrals effectivelyPrepare financial reports, spreadsheets, and other materials for client meetingsCreate and maintain records and files utilizing Client Relationship Management (CRM) softwareParticipate in marketing efforts including seminars and other client-facing eventsActively 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 strategiesManaged account platformsGeneral office practices, procedures, and methodsInvestment concepts, practices, and procedures used in the securities industryFinancial markets, products, and industry regulationsTrading terminologyFinancial planning software

Skill in

Client Relationship Management (CRM) softwareMicrosoft Office SuiteEffective communication (in-person, virtual, phone, and mail)

Ability to

Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationHandle stressful situations and provide a high level of client attention in a calm and professional mannerAnalyze problems and establish solutions in a fast-paced environmentUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a cohesive teamDemonstrate competence, dependability, and responsibility

Blunt Wealth Services 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

s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$80,000.00-$110,000.00

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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