Top 16 Relationship manager Jobs in Fort Myers Fl

Client Relationship Manager
Byrne Financial Freedom —Fort Myers, FL
- From $60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
14d
Commercial Middle Market Relationship Manager
Fifth Third Bank —Fort Myers, FL
- Full-time
- Office
- Finance
- Analysis skills
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Fort Myers, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Fort Myers, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Relationship Banker - Midtown at Bonita - Bonita Springs, FL
JPMorganChase —Bonita Springs, FL
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
7d
Relationship Banker II - Punta Gorda Branch
Regions —Punta Gorda, FL
- $43,814.19 - $52,402.00 a year
- Overtime
- Ability to walk for extended periods
- Computer literacy
- Mid-level
- Health savings account
- Health insurance
7d
Retail Relationship Banker
BMO Financial Group —Bonita Springs, FL
- $41,714 - $65,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Senior Relationship Manager - Community Development Lending & Investing
KeyBank National Association —Fort Myers, FL
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Office
9d

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Client Relationship Manager

Byrne Financial Freedom -
Fort Myers, FL

Quick Apply

Job Details

Full-time
From $60,000 a year
14 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching

Qualifications

Microsoft Word
Microsoft Excel
Customer relationship building
Microsoft Outlook
Customer service
Word processing
Series 66
Administrative experience
Client database systems
Series 7
Financial services
CRM system proficiency
Time management

Full Job Description

Byrne Financial Freedom, LLC SOUTH

Byrne Financial Freedom, LLC is a growing investment services firm with two locations in Fort Myers, Florida and Franklin, Massachusetts. We provide investment advice and access to products from many of the nation’s leading investment companies. Using the extensive resources of LPL Financial, our top priority is to help our clients work towards their financial goals.

Title: Client Relationship Manager

Job summary

The Client Relationship Manager is responsible for the coordination and overall management of client account documentation and maintenance. As the client relationship manager, this person collaborates with the advisors to prepare client reports and maintains contact with clients to provide or obtain updated information. This role requires relationship building expertise and strong attention to detail.

Client Relationship Manager Duties:

· Provide first line of client contact and serve as a liaison between advisors and clients

· Assist clients with inquiries/requests or re-direct, as appropriate

· Build relationships with assigned clients as servicing representative

· Complete proactive service calls for all assigned clients annually

· New client onboarding including

· Prepare account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers

· Facilitate completion of all client applications and transfer documents

· Ensure client paperwork and signatures are in good order

· Oversee the asset transfer process: establish rapport with custodial contacts to ensure timely and accurate completion of requests

· Handle client-initiated changes and transactions

· Review, update, and maintain beneficiary forms

· Receive and process on-demand distributions from accounts

· Electronic Funds Transfer (EFT) processing

· Updating account maintenance options

· Journaling of assets between accounts using LPL’s Move Money tool

· Move money requests

· Process Required Minimum Distributions

· Address and other demographic information changes

· Process incoming checks and screen incoming account paperwork for accuracy

· Maintain CRM system. Enter notes in CRM database daily. Work to ensure data integrity in all databases

· Coordinate and document client review process including meeting preparation, attendance, note-taking, and follow up on meeting action items.

· Attend prospect meetings, take notes and send follow-up letters

· Complete process from prospect to client onboarding

· Special projects as assigned

Minimum requirements

· Minimum of 3-5 years proven success in an administrative support function preferable in an investment environment

· Associates degree or higher

· Financial Services industry experience preferred

· Series 7 and Series 66 are required. (or completion and passing of SIE, Series 7 Exam, Series 66 exam within 6 months of employment)

· Proficient in Word, Excel, Outlook, PowerPoint, and CRM software

· Client-first attitude, self-starter, energetic, assertive

· Excellent written and verbal communication skills

· Excellent interpersonal and listening skills

· Team player, able to work well with all levels of the firm, as well as with clients

· Ability to work independently and establish priorities

· Ability to handle multiple requests simultaneously and respond quickly

· Highly organized, with absolute attention to detail

· Excellent follow-through and communication to team members regarding status of open items

· Actively seeks better ways of doing things; proactively grows skills and knowledge

Desire to grow and learn in the Financial Services industry.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off

Ability to Relocate:

Fort Myers, FL 33913: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

relationship manager jobs in fort myers fl

Client Relationship Manager

Commercial Middle Market Relationship Manager

Consumer Banking Relationship Specialist (Relationship Banker)

Banking Relationship Specialist (Senior Relationship Banker)

Relationship Banker - Midtown at Bonita - Bonita Springs, FL

Relationship Banker II - Punta Gorda Branch

Retail Relationship Banker

Senior Relationship Manager - Community Development Lending & Investing

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