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Integrity
Relationship ManagerIntegrity • Scottsdale, AZ, United States
Relationship Manager

Relationship Manager

Integrity • Scottsdale, AZ, United States
1 day ago
Job type
  • Full-time
Job description

Relationship Manager

Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement.

Responsibilities:

  • Cultivate new advisors/agent relationships
  • Manage and utilize database for contact tracking
  • Gain understanding of Quantum products/services and competitive landscape
  • Act as Liaison between advisor and all departments within Quantum
  • Coordinate conference calls and webinars and all advisor/team travel
  • Assist with onsite events for your teams clients
  • Act as an admin for sales executive of your team

Qualifications:

  • 1-3 year Admin experience in a professional environment
  • Excellent communication skills, follow up and attention to details
  • Industry experience not required, but financial industry experience a plus
  • Must be available to work in the office (not remote)
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Relationship Manager • Scottsdale, AZ, United States

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