Financial Services Specialist

4 days ago


Springfield, Massachusetts, United States Grenier Financial Services Full time
Client Relationship Manager

Grenier Financial Services is seeking an experienced Client Relationship Manager to lead our client-facing initiatives. As a trusted advisor, you will help clients achieve their long-term financial objectives through expert guidance and support.

We are looking for a talented professional who can deliver high-quality financial planning and investment advice, while also building strong relationships with our clients. If you have a passion for finance and a commitment to excellence, we encourage you to apply.

About the Role:

  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Provide ongoing investment advice and portfolio management services
  • Collaborate with cross-functional teams to deliver exceptional client service
  • Maintain accurate records and documentation related to client interactions
  • Stay up-to-date on industry trends and best practices in financial planning and wealth management

Requirements:

  • Series 7 license and state health, life, disability, and variable annuity licenses
  • CFP designation helpful but not required
  • Strong computer skills, including advanced knowledge of Microsoft Office, Excel, and PowerPoint
  • Excellent oral, written, and interpersonal communication skills
  • Impeccable ability to maintain confidentiality and integrity
  • Effective follow-up skills and ability to meet deadlines
  • Flawless attention to detail and accuracy

Benefits:

  • $120,000 - $130,000 salary range, based on experience and ability
  • Generous paid sick time and vacation package
  • 401(k) plan with 4% employer match
  • Flexible work arrangements and professional development opportunities


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