Licensed Relationship Manager/Operations Manager

Tarr FinancialMarysville, MI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Benefits

Flexible/Unlimited PTO

Job Description

Job Summary:
Tarr Financial is seeking a motivated and detail-oriented licensed relationship/operations manager to join our team. The ideal candidate will support financial advisors in delivering exceptional service to clients while helping to manage administrative tasks, prepare financial documents, and enhance overall client experience. This role is perfect for someone looking to build a career in finance and refine skills in investment management, client relations, and financial planning. Opportunity for hybrid work arrangement (in office and at home) and flexible time off and scheduling.

Key Responsibilities:

Assist financial advisors in preparing client presentations, financial plans, and investment proposals.
Manage and maintain client records, ensuring all documentation is accurate and up to date.
Respond to client inquiries via phone, email, and in-person meetings, providing excellent customer service.
Schedule appointments and coordinate meetings between clients and advisors.
Conduct research on investment products, market trends, and financial regulations.
Help track client accounts and monitor investment performance.
Prepare and process client onboarding documents and other administrative paperwork.
Assist in the development and implementation of marketing strategies to attract new clients.
Collaborate with team members to ensure efficient office operations and client satisfaction.

Qualifications:

Series 6 or 7 in addition to either Series 65 and 63 or Series 66 licenses strongly preferred.
Previous experience in a financial services or administrative role is a plus.
Strong organizational skills with the ability to manage multiple tasks and deadlines.
Excellent communication and interpersonal skills.
Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and financial software.
Attention to detail and a high degree of accuracy.
Basic understanding of financial products, investment strategies, and market principles.

To learn more about us visit:
https://www.tarrfinancial.com

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FAQs About Licensed Relationship Manager/Operations Manager Jobs at Tarr Financial

What is the work location for this position at Tarr Financial?

This job at Tarr Financial is located in Marysville, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Tarr Financial?

Employer has not shared pay details for this role.

What employment applies to this position at Tarr Financial?

Tarr Financial lists this role as a Full-time position.

What experience level is required for this role at Tarr Financial?

Tarr Financial is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Tarr Financial?

You can apply for this role at Tarr Financial either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.