Relationship Manager at NFP

Job Description:

Latest job information from NFP for the position of Relationship Manager. If the Relationship Manager vacancy in Jordan, UT matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at NFP for the position of Relationship Manager below matches your qualifications.

South Jordan, UT, US

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. 

Summary of the Role: As a Relationship Manager, you will develop long-term positive relationships with our clients both by getting to know them personally, as well as handling all their account servicing needs with ease. Whether someone needs help with a big project or a small question, they will feel confident calling you because you are friendly, capable, and reliable. When you own a task, you follow it through to the very end. You have a thorough understanding of financial terms, offerings, processes, and resources, and know how to tailor those strategies to meet individuals' specific needs. You can seamlessly navigate between clients, advisers, and our back-office processors to service accounts. Your motto is “I can take care of that for you!”

Essential Duties and Responsibilities:

• Build relationships with clients over the phone, in-person, and through email
• Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
• Reach out to clients periodically to give account and market updates
• Keep impeccable notes on assigned tasks and projects on CRM
• Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
• Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
• Prepare reports and paperwork for scheduled appointments
• Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
• Run annual audits to ensure clients are compliant with tax requirements
• Assist administrative staff and financial advisers with projects as requested
• Conduct and present 401k fund research and analysis to plan participants
• Work with outside fund and annuity companies to service client accounts
• Coordinate between business partners and professional contacts

Knowledge, Skills, and /or Abilities:

• Ability to maintain long-term client relationships
• Adaptability and responsiveness in a fast-paced, client-driven environment
• Customer-centric mindset, with empathy and a commitment to service excellence
• Seft-direction and initiative with the ability to prioritize tasks and manage time effectively

Education and/or Experience:

• Bachelor's degree required; major in finance related field preferred
• 1+ year financial industry experience
• Proficient in MS Office; advanced Excel skills a plus
• Strong record keeping skills, attention to detail, and interpersonal skills
• Experience working with high level of confidentiality

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $40,000 to $42,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Job Info:

• Company: NFP
• Position: Relationship Manager
• Work Location: Jordan, UT
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Relationship Manager at the office Jordan, UT above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.