Client Relations AssociateLehi, UT · Reposted 1 month ago

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On-site

Full-time

About the job

Andina Advisors is a multi-family financial planning firm that offers more than 100 years of combined experience strategic portfolio management, estate planning, private and alternative assets, and investment management. The company operates with a client-centered focus and provides a full suite of services that add confidence, clarity, and direction to a family's financial futures.

Role Description

This is a full-time in-office role for a Client Relations Manager in Lehi, UT. The Client Relations Manager will be the primary point person for clients with ad hoc needs as well as ongoing deliverables. This person is responsible for preparing contracts, maintaining client records, executing agreements, and providing support on a daily basis.

Qualifications

Bachelor's degree in Business Administration or related field.

General knowledge and understanding of private client/personal financial services industry.

Familiarization with entity structures (trusts, partnerships, corporations, etc.)

Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them

Strong written and verbal communication skills

Excellent organizational skills and detail oriented

Previous experience in the financial industry is a plus

Essential Candidate Traits:

Willingness to learn, collaborate, and expand responsibility. Ability to maintain trust and add value to our firm and clients.

Knowledge of industry terms and business structure

Research and analyze various topics and exercise critical thinking skills to find solutions

Extensive experience with CRM platforms preferred

Collaborate with other departments on projects and deliverables

Experience working with custodial assets

No calls or agencies please. Candidates must consent to and have favorable consumer report, background check and drug/alcohol test.