Client Success Manager

3 weeks ago


Baltimore, Maryland, United States Buttonwood Financial Advisors Full time
About the Role

As a Client Success Manager - Wealth Management at Buttonwood Financial Advisors, you will be responsible for building and maintaining strong relationships with clients to deliver exceptional service and support their financial goals.

You will work closely with clients to understand their unique needs, develop customized plans, and provide ongoing guidance and support to help them achieve success.

Key Responsibilities
  • Develop and maintain strong relationships with clients through regular communication and proactive outreach
  • Work with clients to identify and prioritize their financial goals and objectives
  • Provide personalized guidance and support to help clients make informed financial decisions
Requirements
  • Bachelor's degree in finance or related field
  • Series 65 license or equivalent
  • 3+ years of experience in client-facing financial services
  • CFP certification preferred
Benefits

We offer a competitive compensation package, including benefits such as health insurance, retirement plan matching, and paid time off.



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