Client Relationship Manager
2 weeks ago
Client Relationship Manager
Boutique RIA
Cherry Hill, NJ
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Client Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. Not a sales role.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
- Collaborate with Lead Advisors to provide exceptional client support
- Ability to make an impact on the success of a fast growing, independent RIA by nurturing, managing, and maintaining strong client relationships
- Engage in client-facing meetings and Client Service tasks
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- 1+ years experience in Financial Services with client interaction
- Drive to continuously improve and grow in a collaborative team based environment
- Bachelors in Finance or related field preferred
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