Relationship Manager

5 days ago


Shelton, Connecticut, United States Financial Counselors America Full time
Job Title: Relationship Manager

We are seeking an experienced Relationship Manager to join our team at Financial Counselors America. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service and support to help them achieve their financial goals.

About the Role:
  • Develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication.
  • Collaborate with investment professionals to deliver client-focused investment solutions and supporting services.
  • Utilize superior client service and relationship building skills to retain and grow existing and new client relationships.
  • Provide consultative services to clients, understanding their unique needs and developing comprehensive plans to address their current and future business needs.
Requirements:
  • Bachelor's degree
  • 5-10+ years of relationship management experience in the financial services industry
  • Extensive investment knowledge
  • Strong time management and organization skills
  • Excellent communication skills - interpersonal, verbal and written
  • Strong work ethic – honest, reliable and disciplined
  • Willingness to travel
  • Proficient in Microsoft Office and CRM-related software
About Us:

Financial Counselors America is a nationally recognized investment advisory firm providing fiduciary-quality investment solutions to a broad range of clients. We offer a competitive salary, incentives, participation in a bonus pool, and an outstanding benefits package. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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