Job Description

Job Description

It is time to explore new challenges in your career. Foster Financial Services is an independent, privately-owned financial services company in Fort Wayne, IN. We are looking to add a full-time Client Relationship Manager to our team.

Our Investments in You:

·       PTO

·       Health insurance

·       401(k)

·       Bonus Opportunities

·       HSA

The Expertise We’re Looking For:

·       Prior experience with excellent client service in a financial planning firm (Required)

·       Proficiency with understanding Investment accounts taxation and new account opening paperwork (Required)

·       Associates degree (Required)

·       Proficiency with Microsoft Office suite, including Excel (Required)

·       Proficiency with CRM systems (Required)

Key Traits of a Successful Client Relationship Manager:

·       Able to communicate verbally and in writing

·       Able to learn and adapt to changes

·       High attention to detail

·       Strong phone contact handling skills and active listening

·       Ability to multi-task, prioritize, and manage time effectively

What You Will Be Responsible For:

·       Manage your own dedicated client book of incoming calls

·       Build sustainable relationships and trust with client accounts through open and interactive communication

·       Provide accurate, valid, and complete information to client questions

·       Keep records of client interactions, process client accounts, and file documents

·       Run needed reports for client’s meetings with the Advisor of the Office

·       Follow communication procedures, guidelines, and policies

·       Follow the office processes for processing client documents, fund requests, opening accounts, etc.

·       Assist clients with technology

·       All other duties as assigned

Pay: $45,000-$55,000 DOE

Check out our website:

Join our team as a Client Relationship Manager and play a key role in driving business growth by providing exceptional service to our valued clients. As a Client Relationship Manager, you will have the opportunity to analyze client needs, develop strategies, and build strong relationships that contribute to the overall success of our organization. We are looking for a motivated individual who thrives in a fast-paced environment and is passionate about delivering results. If you are ready for a rewarding career where you can make a difference, apply now

We are a boutique retirement and investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future, one size does not fit all.
We are committed to educating the general consumer and pulling back the curtain to understanding financial planning.

Company Description

We are a boutique retirement and investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future, one size does not fit all. \r\r We are committed to educating the general consumer and pulling back the curtain to understanding financial planning.