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Client Relationship Manager

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WealthParkville, MD
  • Client Relationship Manager Company Description: The foundation of &Wealth is our investment management expertise.
  • Job Description Overview The Client Relationship Manager fosters relationships with clients to fully understand their life priorities, identify and recommend solutions to deliver a service experience that is top notch.
  • Education and General Work Skills Requirement: 5+ years of experience in Financial Services and Investment Management client service experience.
  • We strive to simplify the complex world of investment allocation, manager selection and ongoing monitoring support that our clients require.
  • Communicate with clients to ensure service experience is top notch.
  • Big picture understanding with an understanding that 'success is in the details'.
  • High degree of experience and ability working in Microsoft Office and Salesforce.
  • Project management skills, able to track and work across multiple initiatives.
Expired 1 month agoInactive Job

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