Triad Partners LLC
Relationship Manager (Finance)
Team player assisting the coaching/sales team on a daily basis
Accurately answer client questions and responds quickly by email or phone
Comfortable on zoom calls, solo or in a group setting
Great note taker and information curator
Proactively manages client needs
Schedule all meetings and follow-ups for our Coaching team
Perform all duties within assigned timeline and effectively communicate progress of assigned tasks
Provide our advisors concierge-level support
Establish yourself as a credible authority to our advisors and internal team
Partner with teams across the organization to provide the best possible experience for our advisors
Stay on top of dates within the company (advisor events, monthly calls) and keep clients informed of all important dates within Triad
Help manage advisor communications using email, phone, text
Manage / track any campaigns the coaching/ sales team is running
Assist with putting together gifts for clients as needed
YOUR qualifications
Bachelor's degree or related experience in business, communications, finance, or related fields. An equivalent combination of education and experience will be considered.
3+ years of relationship management experience required (insurance product experience and financial services industry experience preferred)
Must be willing to work in Lawrence, KS
Come do business, and life, with us! ??