Client Relationship Manager
3 weeks ago
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and pride ourselves on selecting and developing high-caliber talent.
Role OverviewAn Associate in our Private Wealth Management Platform will partner with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
The ideal candidate will be a client-focused and detail-oriented individual with strong analytical and communication skills, and an ability to build relationships. Proficiency in Word and Excel is required.
Key Responsibilities- Collaborate and network with senior professionals throughout the firm to fuel career success
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
- Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
- Strive to provide a world-class level of customer service and support
Associates will participate in a comprehensive training program, The Associate Development Program (ADP), designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success.
The Program includes in-depth industry training, advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies, as well as career management, one-on-one coaching, and specialized skills training.
Qualifications- A bachelor's degree with excellence in academics and strong leadership experience
- 1-2 years client service experience, financial services industry experience a plus
- Proficiency in Word and Excel required
Bernstein Private Wealth Management offers a competitive base salary range of $74,000 to $79,000, as well as benefits, commissions, year-end incentive compensation, and other incentives. We focus on understanding each individual's strengths and aspirations, personalizing a roadmap for success.
Join us in pursuing insights that unlock opportunities in private wealth management. Learn more at Bernstein.com.
-
Relationship Manager
4 weeks ago
Washington, DC , USA, United States Penn Foster Inc Full timeJob Summary:The Relationship Manager is responsible for managing corporate scholarship activities, interacting with donors, students, and departmental staff to carry out program processes, and maintaining databases.This role supports the development and implementation of a scholarship and leadership program for talented minorities with demonstrated financial...
-
Client Relationship Manager
2 months ago
Washington, United States Ambition Full timeWe are delighted to be working with a leading US law firm who have a newly created role to work within their global client and markets team. The role will be reporting into the new global director, who is part of a firm who has been investing into the MBD function since hiring a new CMO last year, making this an exciting time to be part of the firm. The...
-
Customer Relationship Manager
4 weeks ago
Washington, DC , USA, United States Aurora Ripple Enterprises Full timeAurora Ripple Enterprises is a dynamic consulting firm that specializes in telecommunication-based sales and marketing. We're seeking a highly motivated Customer Account Manager to join our team and help our clients' household brands thrive.Key Responsibilities:Develop and maintain strong relationships with clients to understand their needs and...
-
Relationship Manager, Seramount
4 weeks ago
Washington, DC , USA, United States EAB Full timeAbout EABEAB is a leading provider of data-driven insights and best-in-class capabilities to educational institutions. Our mission is to make education smarter and our communities stronger.We work with over 2,800 institutions to drive transformative change through our research, technology, and marketing and enrollment solutions.The RoleThe Relationship...
-
District Manager
4 weeks ago
Washington, DC , USA, United States Aramark Full timeJob DescriptionAs a Site District Manager at Aramark, you will be responsible for providing overall vision, planning, direction, and control to assigned units for a medium-size, defined account generating $12-40M+ in revenue.This key leadership role is accountable for the execution of our General Management program, with a focus on growth, cost, and...
-
Business Banking Relationship Manager
4 weeks ago
Washington, DC , USA, United States M&T Bank Full timeJob Summary:As a Business Banking Relationship Manager at M&T Bank, you will be responsible for developing and maintaining relationships with small business clients. Your primary goal will be to identify new business opportunities and provide exceptional customer service to existing clients. You will work closely with branch partners to effectively sell to...
-
Business Banking Relationship Manager
4 weeks ago
Washington, DC , USA, United States M&T Bank Full timeJob Summary:We are seeking a highly skilled Business Banking Relationship Manager to join our team at M&T Bank. The successful candidate will be responsible for developing and maintaining strong relationships with small business clients, soliciting new business, and managing risk and credit decisions. This is a unique opportunity to work with a talented team...
-
Client Relationship Manager
4 weeks ago
Washington, Pennsylvania, United States Ambition Full timeWe are excited to be working with a leading US law firm to fill a newly created role within their global client and markets team. The successful candidate will report directly to the new global director, who is part of a firm that has been investing in the MBD function since hiring a new CMO last year.This is an exciting opportunity for someone to take their...
-
Business Banking Relationship Manager Senior
4 weeks ago
Washington, DC , USA, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Business Banking Relationship Manager Senior to join our team at City National Bank. As a key member of our commercial lending team, you will be responsible for developing and managing relationships with business banking clients in assigned business segments and geographic areas.Key Responsibilities:Develop and...
-
Wealth Relationship Officer
4 weeks ago
Washington, DC , USA, United States HSBC Full timeJob Title: Wealth Relationship OfficerWe are seeking a highly skilled and experienced Wealth Relationship Officer to join our team at HSBC. As a key member of our Wealth Relationship Management team, you will play a pivotal role in providing exceptional customer service and support to our valuable banking and wealth clients.Key Responsibilities:Provide...
-
Client Relationship Specialist
4 weeks ago
Washington, United States Charles Schwab Full timeUnlock Your Potential as a Client Relationship Specialist at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact in their careers. Our innovative and collaborative culture fosters creative problem-solving and drives transformation in the finance industry.About the RoleAs a Client Relationship Specialist, you will play a...
-
Wealth Relationship Manager
4 weeks ago
Washington, DC , USA, United States Citigroup Inc Full timeJob SummaryThe Wealth Relationship Manager SAFE Act is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in financial planning and wealth management. The ideal candidate will have a strong analytical and financial skills, with the ability to evaluate moderately complex and variable issues with substantial potential...
-
Relationship Manager Associate
4 weeks ago
Washington, DC , USA, United States Capital One Full timeJob Summary:Capital One is seeking a skilled Relationship Manager Associate to facilitate strong partnerships with dealers and sales managers while providing high-level customer service to our internal Auto Finance business. This role will involve influencing 60-80 dealerships, building positive relationships with them, and supporting outside sales...
-
Client Relationship Specialist
3 weeks ago
Washington, Washington, D.C., United States Charles Schwab Full timeJoin Our Team as a Client Relationship SpecialistAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Assist Client Relationship...
-
Relationship Manager
4 weeks ago
Washington, DC , USA, United States REA Group Ltd. Full timeThe Relationship Manager - Partnership Driver role at REA Group Ltd. is a key position that requires a strategic thinker to build and maintain strong relationships with customers.As a Relationship Manager, you will be responsible for identifying customer needs and growth opportunities, and engaging with the Hive team to action these opportunities.You will...
-
Client Relationship Specialist
4 weeks ago
Washington, United States Charles Schwab Full time**Your Opportunity**At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the...
-
Private Client Relationship Advisor
3 weeks ago
Washington, Washington, D.C., United States Brown Advisory Full timeJob SummaryBrown Advisory is seeking a highly skilled and experienced Private Client Relationship Advisor to join our team. As a key member of our Private Client Service team, you will be responsible for delivering exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide comprehensive client...
-
Account Manager
4 weeks ago
Washington, DC , USA, United States M.C. Dean, Inc. Full timeJob OverviewThe Account Manager for Facilities Engineering Operations and Maintenance (FEO&M) is responsible for fostering strong client relationships and acting as a customer advocate to ensure the quality of services provided by M.C. Dean meets or exceeds contract performance standards.Key ResponsibilitiesBuild and maintain strong, long-term relationships...
-
Client Relationship Director
3 weeks ago
Pittsburgh, PA , USA, United States Kforce Full timeKforce is a professional staffing and solutions firm that provides strategic partnership in the areas of Technology and Finance & Accounting. Our goal is to build meaningful relationships with clients and provide them with exceptional customer service.The Client Relationship Director is responsible for cultivating, administering, and maintaining client...
-
Client Relationship Director
4 weeks ago
Pittsburgh, PA , USA, United States Kforce Full timeAbout the RoleKforce is a leading professional staffing and solutions firm that provides strategic partnership in the areas of Technology and Finance & Accounting. Our mission is to build meaningful relationships and have a positive impact on the lives we serve.Key ResponsibilitiesDevelop and maintain strong relationships with clients through exceptional...