LBMC Staffing Solutions, LLC

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Relationship Associate-13562-2

Location : Nashville, TN
Job Type : Direct
Reference Code : Hybrid
Hours : Full Time
Required Years of Experience : 2+
Required Education : Bachelor's degree in Business or related field
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Accounting/Finance

Job Description :

The Relationship Associate works in partnership with a team of client professionals providing
exceptional wealth management, family office, investment advisory and trust services to
Primary Duties and Responsibilities
Client Service:
• Oversee activities that support the client relationship team in daily account and business
• Attend periodic client meetings; follow up with clients and team members on outstanding
client service items
• Provide excellent client service; respond to day-to-day inquiries and interactions with clients
and other client service team members; assist in the research of client solutions.
Wealth Strategies:
• Assist senior Wealth Strategists and other client service team members in developing and
servicing client specific financial plans
• Correspond with clients to obtain necessary information for financial plan development.
review client source materials
• Initial input of information into planning software for analysis and development of client
presentation materials
• Participate in wealth strategies team meetings and collaborate with colleagues to improve
efficiency of wealth strategies processes and deliverables
Investment Management:
• Assist with the preparation of customized cash flow and investment portfolio review reports
and presentations for current and prospective clients
• Conduct periodic compliance reviews of client accounts, statements and reports including
completion of annual administrative and investment reviews; ensure all required.
documentation is on file and that account coding items are correct.
• Assist with the evaluation and preparation of documentation for alternative investments
• Prepare reports to illustrate asset allocation and transition plans for existing and prospective
• Analyze prospective and current client investment strategies and individual asset positions
relative to firm recommendations and, when necessary, develop recommendations for

Required Qualifications :

• Bachelor's degree in Business or related field, or equivalent education and related training.
CFP, CPA, CPWA or other advanced designation preferred.
• 2+ years of financial planning, estate and/or tax planning experience, investment advisory or
comparable experience preferred.
• A working knowledge of the application of wealth management planning such as cash flow,
education, retirement, risk management and insurance, tax, business tax, trust and estate, and
wealth transfer
• Experience with financial/investment technology platforms; proficiency in Excel and
PowerPoint applications
• Strong analytical abilities and excellent attention to detail; ability to work under pressure and
handle multiple tasks within deadlines.
• Excellent writing and communication skills
• Ability to develop trust and build internal and external relationships
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