Maine Licensed Relationship Manager

A company is looking for a Relationship Manager to deliver wealth management services and support client relationships.

Key Responsibilities

Support the lead Financial Advisor / Partner with operational execution and client trust

Manage the new client onboarding process and maintain CRM data integrity

Coordinate client engagement events and manage the company's social media presence

Required Qualifications

Minimum of five years of experience in financial services, marketing, or similar fields

Familiarity with Salesforce and custodial platforms

Strong proficiency in Microsoft Office Suite and CRM software

Proven ability to manage multiple priorities and work independently

Demonstrated dedication to client confidentiality and trust