Maine Licensed Relationship ManagerVirtualVocations • Raleigh, North Carolina, United States
Maine Licensed Relationship Manager
VirtualVocations • Raleigh, North Carolina, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
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
[job_alerts.create_a_job]
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