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Licensed Relationship Manager/Operations Manager

Tarr Financial

Marysville, MI

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Administrative Skills, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Detail Oriented, Documentation, Finance, Finance Software, Financial Administration, Financial Planning, Financial Regulations, Financial Services, Financial Trend Analysis, Interpersonal Skills, Investment Management, Investment Strategy, Market Trend Analysis, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operations Management, Organizational Skills, Performance Analysis, Plan Meetings, Presentation/Verbal Skills, Product Strategy, Record Keeping, Relationship Management, Research Skills, Sales Presentation, Series 6, Series 65, Series 66, Service Delivery, Time Management
LOCATION
Marysville, MI
POSTED
30+ days ago

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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Tarr Financial

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