Our growing Wealth Management firm is seeking an experienced Client Relationship Manager. Experience in the investment/financial services industry/banking is preferred. Candidates will need to demonstrate outstanding client service skills, computer/technology literacy, strong verbal and written communication skills and the ability to work well while handling multiple responsibilities. A Series 65/66 securities license is desirable but not a requirement.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Compensation package:
Schedule:
Application Question(s):
- Have you worked in the financial services/wealth management business?
Education:
Experience:
- client service and support in our industry: 3 years (Required)
Work Location: In person