Client Relationship Manager

3 days ago


Houston, Texas, United States Rowland Investisure Full time
In this role as a Client Relationship Manager at Rowland Investisure, you will play a critical part in fostering strong relationships between financial advisors and their clients. Your primary goal will be to provide top-notch support to ensure our clients receive unparalleled service. By doing so, you will be contributing significantly to our company's mission of helping individuals take control of their finances and securing their future.

The responsibilities of this position include supporting the onboarding process for new clients, facilitating account transfers, and augmenting advisors' capacity to maintain existing client relationships. You will also prepare and follow up on client meetings, review dashboards, and implement asset allocation recommendations. Your exceptional communication skills and ability to adapt to different client personalities will enable you to excel in this role. Additionally, your ability to work independently and think critically will help you navigate any challenges that may arise. We offer a competitive salary range of $100,000-$250,000 plus commissions, equity compensation, and retirement benefits.

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