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Client Relationship Manager

Main Street Financial Group is a rapidly growing financial planning firm located in the Crabapple/Milton, Georgia area.  Our mission is to teach our clients so that they have the clarity to make informed decisions to achieve their financial goals.

We seek a Client Relationship Manager to join our fun team. You will play a key role in our organization by working directly with investment and financial planning clients, helping to manage new accounts, account transfers, beneficiary changes, etc.  This is a client facing position and does offer the potential for a career path to a financial advisor role and eventual partner.

With shared responsibility for the day-to-day operational duties of the firm, the Manager helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

Responsibilities & Activities

Level 1

  • Learn and understand all operational processes
  • Become securities and insurance licensed
  • Become familiar with all our investment and insurance partner’s websites and how to access client data
  • Contact clients as needed for additional and missing information
  • Prep for Advisor meetings
  • Service clients

Level 2

  • All of the above plus:
  • Learn how to run plans in eMoney
  • Begin Certified Financial Planner program
  • Meet with investment and insurance partners and diagram who fits best in which client situation
  • Identify insurance opportunities
  • Provide insurance analysis
  • Coordinates state, SEC, FINRA, and insurance licensing and appointments

Level 3

  • All of the above plus:
  • Sitting in advisor’s client meetings
  • Learn sales and review process
  • Lead meeting follow up activities
  • Mentor new support advisor
  • Generate plan and investment recommendations and proposals

 Knowledge, Skills, & Abilities

 REQUIRED JOB QUALIFICATIONS, SKILLS and ABILITIES

 Proactive thinker and worker; customer service focus; eager to please

  • Detail-oriented with ability to prioritize; meets tight deadlines with no errors
  • Friendly; low or no drama personality; professional communicator and problem solver
  • Trustworthy, discreet and confidential. Eager to do great work
  • Proficiency with Microsoft Office Suite and CRM (Redtail preferred)
  • Strong analytical and research skills
  • BA/BS degree in finance-related field from an accredited institution

 HELPFUL TO HAVE

 Previous securities industry experience

  • FINRA Series 7, 63 (and 65 if needed for your Registered Investment Advisor)

We offer a great working environment in a beautiful and professional office location. Benefits include medical, vision, life/disability insurance, 401(k) and dental. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced and focused on improving our client’s lives.  Salary is commensurate with experience. We will perform a background check. For more information about our company, please visit our website www.mainstreetfg.com.

If you’re interested in this opportunity, please send your resume and letter of interest to Virginia Martin at virginia@mainstreetfg.com. No phone calls, please. Given the high demand for this position, we’re only able to contact the most qualified candidates.