Business Relationship Manager

4 days ago


Chester, New Jersey, United States FIG Talent Solutions Full time
Main Responsibilities
  • Partner with clients to provide detailed answers regarding client files, case updates, and applications
  • Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries
  • Manage monetary transfers and transactions
  • Prioritize customer problems for the Advisor based on knowledge of products and services

In addition, you will document and update client records within internal client relationship management systems, handle all in-bound/out-bound client inquiries and complaints, and work with Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events.



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