Senior Client Relationship Manager
2 days ago
TalentLink Solutions is a leading wealth management firm, seeking a highly skilled Senior Client Service professional to join our team. We offer a full benefits package and a hybrid office schedule to our team members.
This role requires an administrative pro who is organized, able to work independently, and thoroughly enjoys being part of a team. You will support our advisors, clients, and continued growth, ensuring smooth firm-wide operations centered on client service.
Responsibilities:
- Facilitating and maintaining ongoing client support
- Answering general inquiries and handling various client matters
- Preparing required documents and research
Requirements:
- Bachelor's degree highly preferred, or equivalent work experience
- Minimum of 5 years of progressive client service and operations experience in investment management, financial planning and insurance
Benefits:
- Full benefits package
- Hybrid office schedule
Estimated Salary: $80,000 - $110,000 per year, depending on experience.
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