Paraplanner / Client Relationship Manager
New
South Africa / PhilippinesFull-TimeMiddle
Salary1,600 - 2,500 USD per month
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Job Details
- Languages
- English
- Experience
- 4+ years' experience
- Required Skills
- Client relationship managementCRM
Requirements
- 4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role.
- Previous experience supporting a financial advisory or wealth management business.
- Experience using eMoney financial planning software.
- Familiarity with the Charles Schwab custodial platform.
- Experience working with CRM systems.
- Excellent verbal and written English communication skills.
- Strong organisational skills with exceptional attention to detail.
- Ability to work independently and proactively manage workloads.
- Comfortable speaking directly with clients via phone and video calls.
- Desirable: Experience within a US Registered Investment Advisor (RIA) or wealth management firm.
- Desirable: Knowledge of US financial planning processes and client service standards.
- Desirable: Familiarity with SEC/FINRA compliance requirements.
Responsibilities
- Act as the primary point of contact for client service enquiries.
- Build and maintain strong relationships with clients through phone, email and virtual meetings.
- Prepare and support financial plans using eMoney.
- Assist with financial planning recommendations and implementation.
- Manage client information and maintain accurate records within the CRM.
- Work with client accounts held on the Charles Schwab custodial platform.
- Coordinate with the Financial Advisor to ensure outstanding client service.
- Handle planning, administrative and follow-up tasks independently.
- Help streamline internal processes and free up advisor capacity for business growth.
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