Client Relationship Manager

5 days ago


Rockville, Maryland, United States Rose Financial Solutions LLC Full time

**About Us**

Rose Financial Solutions LLC is a Finance as a Service (FaaS) leader, harmonizing People, Process, Technology, Organization, and Data to empower our clients. We achieve this by providing financial clarity through Easby, a system of engagement built on enterprise-grade, hyper-automation technology.

We are seeking a Client Relationship Specialist who is passionate about great client experience from onboarding to offboarding and everything in between. The ideal candidate has the aptitude for creating a seamless client experience and a passion for supporting client relations.


The successful candidate will be responsible for full cycle client relations from onboarding throughout the entire client lifecycle, maintaining client contacts and roles, and ensuring continued information security. They will also project manage and resolve client issues, monitor requests, communicate internally with teams and externally with clients, create and maintain documentation and reporting, and coordinate meetings with internal and external teams.


The estimated annual salary for this position is $65,000-$85,000, depending on skills, experience, and merit. Our professional work environment involves working alongside the best professionals, competitive compensation plan, long-term growth opportunities, and comprehensive benefits including health insurance subsidies up to 80%.



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