Client Relationship Manager
3 days ago
We're seeking a highly skilled and motivated individual to join our team as a Client Relationship Manager. In this role, you'll be responsible for building and maintaining strong relationships with our clients, identifying opportunities to drive business growth, and supporting our financial advisors in achieving their business goals.
You'll work in a dynamic environment, utilizing your problem-solving skills and creative thinking to drive results.
Key ResponsibilitiesSome key responsibilities of this role include:
- Building and maintaining strong client relationships
- Identifying opportunities to drive business growth
- Supporting financial advisors in business planning and execution
We're proud to offer a competitive compensation and benefits package, including:
- A comprehensive benefits package, including medical, dental, and vision coverage
- A 401(k) retirement plan and tax-advantaged accounts
- Ongoing training and development opportunities
We're a Fortune 500 company that prioritizes our clients' needs and strives to improve their lives. With over 19,000 financial advisors across the U.S. and Canada, we offer a unique opportunity to build meaningful relationships with our clients.
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Client Relationship Manager
3 days ago
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Financial Services Professional
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Insurance Relationship Manager
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