Client Relationship Manager
2 days ago
At Edelman Financial Engines, we believe that everyone deserves access to comprehensive financial planning and investment advice. Our team of experts provides personalized guidance to help our clients achieve their goals.
**About the Role**
We are seeking a highly skilled Client Relationship Manager to join our team. As a key member of our Client Services team, you will be responsible for building and maintaining strong relationships with our clients.
**Key Responsibilities**
- Coordinate client meetings and provide exceptional customer service.
- Supervise client account activity and resolve any issues that may arise.
- Develop and implement strategies to build and maintain client relationships.
**Qualifications**
- Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
- Bachelor's degree or equivalent experience preferred.
- Excellent communication and interpersonal skills.
**Benefits**
The estimated salary for this role is $62,000 - $80,000 per year, depending on location and qualifications. This figure includes an estimated base salary range of $52,000 - $67,000 and potential bonuses based on performance.
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