Wealth Management Specialist jobs in Elyria, OH

About Us: At Whitaker-Myers Wealth Managers, we are committed to delivering exceptional financial services and wealth management solutions to our distinguished clientele. As a leading firm in the industry, we pride ourselves on fostering a sophisticated environment that values integrity, precision, and dedicated customer interactions. As one of the leading advisory firms working with nationally syndicated radio show host Dave Ramsey and the team at Ramsey Solutions.

Job Overview: We are seeking a Customer Relations Manager (“CRM”) who is passionate about providing high-quality support and maintaining strong relationships with our clients. The ideal candidate will be a problem solver who is adept at handling inquiries and providing solutions that align with our clients’ financial goals and needs.

Key Responsibilities:

• Serve as the first point of contact for client inquiries via phone, email, and face-to-face meetings.
• Understand and address client needs, providing timely and accurate responses to queries concerning account details, transaction history, investment performance, and more.
• Coordinate with internal teams, including financial advisors and account managers, to ensure a seamless client experience.
• Maintain up-to-date knowledge of our services, products, and compliance regulations.
• Document all client interactions and transactions, maintaining confidentiality and integrity of client data.
• Assist in the preparation and distribution of client statements and reports.
• Contribute to the continuous improvement of our customer service practices.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.
• Minimum of 2 years of experience in customer service, preferably within the financial services or wealth management sector.
• Experience with Charles Schwab is a plus
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to work effectively in a team environment and handle multiple tasks simultaneously.
• Proficiency in CRM software and Microsoft Office Suite.

Preferred Qualifications:

• Familiarity with financial products and wealth management services.
• Experience in handling Ramsey Solutions clients and understanding their unique needs.

Benefits:

• Competitive salary and performance bonuses.
• Comprehensive benefits package including health, dental, and vision insurance.
• Retirement plan options and company matching.
• Professional development and career advancement opportunities.

Job Type: Full-time

Pay: $48,799.00 - $58,059.05 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Relocation assistance
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Ability to Relocate:

• Mansfield, OH: Relocate before starting work (Required)

Work Location: In person