Client Relationship Manager
2 days ago
Key Responsibilities
The Client Relationship Manager will play a critical role in building and maintaining strong relationships with clients, ensuring their financial needs are met and exceeded. Key responsibilities include:
- Developing and implementing effective client relationship strategies
- Providing exceptional customer service and support
- Coordinating client meetings and appointments
- Preparing and reviewing account paperwork
Requirements
To be successful in this role, you will need:
- A strong understanding of finance and investment markets
- Excellent communication and problem-solving skills
- Two years of experience in a related field (Registered Investment Advisor or Broker/Dealer)
- Bachelor's degree or equivalent experience
About Us
Edelman Financial Engines is a leading provider of financial planning and investment advice, with a commitment to delivering exceptional results for our clients. Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated financial planner.
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